Wealth Management Report - Living Your Dreams
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Wealth Management Report - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
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March 25, 2014 10:39 PM
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UK to Sell $7 Billion Lloyds Bank Stake to Money Managers - Bloomberg

UK to Sell $7 Billion Lloyds Bank Stake to Money Managers - Bloomberg | Wealth Management Report - Living Your Dreams | Scoop.it
AFP
UK to Sell $7 Billion Lloyds Bank Stake to Money Managers
Bloomberg
The U.K. government is selling a 4.23 billion-pound ($7 billion) stake in Lloyds Banking Group Plc (LLOY), its second disposal since rescuing the lender in the financial crisis.
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March 25, 2014 10:38 PM
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Canada's top banking watchdog takes aim at biggest banks' retail risk management

Canada's top banking watchdog takes aim at biggest banks' retail risk management | Wealth Management Report - Living Your Dreams | Scoop.it
An official at Canada’s top banking regulator says the country’s biggest financial institutions need to do a better job managing risks within their individual retail business lines, and communicating these risks to the board of directors.
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March 25, 2014 10:36 PM
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Credit Suisse Private Bank to Boost Asia Lending in Wealth Hunt - Bloomberg

Credit Suisse Private Bank to Boost Asia Lending in Wealth Hunt - Bloomberg | Wealth Management Report - Living Your Dreams | Scoop.it
Credit Suisse Private Bank to Boost Asia Lending in Wealth Hunt Bloomberg Credit Suisse Group AG (CSGN), which runs Asia's third-largest private bank, will step up lending to first-generation business owners as it seeks to build relationships with...
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March 25, 2014 10:35 PM
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Wealthy customers of Britain's oldest private bank targeted by scammers ... - Daily Mail

Wealthy customers of Britain's oldest private bank targeted by scammers ... - Daily Mail | Wealth Management Report - Living Your Dreams | Scoop.it
Daily Mail
Wealthy customers of Britain's oldest private bank targeted by scammers ...
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March 25, 2014 10:34 PM
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HSBC's Private-Banking Profit Slumps 81% Amid Swiss Outflows (1) - Businessweek

HSBC's Private-Banking Profit Slumps 81% Amid Swiss Outflows (1) - Businessweek | Wealth Management Report - Living Your Dreams | Scoop.it
HSBC's Private-Banking Profit Slumps 81% Amid Swiss Outflows (1) Businessweek Pretax profit from private banking declined to $193 million from more than $1 billion a year earlier, when the company benefited from one-time asset sales, London-based...
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March 25, 2014 10:34 PM
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Global Banking and Finance Review Names BMO Harris Private Banking Best ... - MarketWatch

Global Banking and Finance Review Names BMO Harris Private Banking Best ... - MarketWatch | Wealth Management Report - Living Your Dreams | Scoop.it
Global Banking and Finance Review Names BMO Harris Private Banking Best ...
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March 25, 2014 10:33 PM
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Credit Suisse to boost assets of Japan private banking business - Reuters UK

Hong Kong Standard Credit Suisse to boost assets of Japan private banking business Reuters UK The second-largest bank in Switzerland is moving in the opposite direction of rivals like Societe Generale and Merrill Lynch, which have given up on their...
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March 25, 2014 10:32 PM
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Morgan Stanley Is Said to Weigh Sale of Its Swiss Private Bank - New York Times

Morgan Stanley Is Said to Weigh Sale of Its Swiss Private Bank - New York Times | Wealth Management Report - Living Your Dreams | Scoop.it
Business Insider Australia Morgan Stanley Is Said to Weigh Sale of Its Swiss Private Bank New York Times The investment bank is examining several options, including a possible sale of the private bank in Switzerland, which has about 10 billion...
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March 25, 2014 8:49 PM
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Can Cash Value Life Insurance Be Smarter Than a Roth IRA?

There are many advantages to Roth IRAs nut also many complicated rules surrounding them. Enter cash value life insurance, which can help clients maximize their tax-free income during retirement years.
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March 25, 2014 8:15 PM
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Earn Tax-Free Investment Income With A TFSA

Earn Tax-Free Investment Income With A TFSA | Wealth Management Report - Living Your Dreams | Scoop.it
TFSA offers flexible tax free investment alternative (Earn Tax-Free Investment Income With A TFSA : Your Family Wealth Advisor™ http://t.co/XJozu7OwvD)...
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March 25, 2014 11:18 AM
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State of Energy: A World of "Haves" and "Have Nots"

State of Energy: A World of "Haves" and "Have Nots" | Wealth Management Report - Living Your Dreams | Scoop.it
This post is part of a series in which LinkedIn Influencers analyze the state and future of their industry. Read all the posts here.Have you noticed that we are living in a time of unprecedented
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March 25, 2014 10:57 AM
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Deepak Chopra: 'We Should Not Confuse Money With Wealth'

Deepak Chopra: 'We Should Not Confuse Money With Wealth' | Wealth Management Report - Living Your Dreams | Scoop.it
Deepak Chopra acknowledges that it's easy to conflate money with wealth, but stresses that it's important to make a distinction between the two.

"Wealth is a state of consciousness which allows you to tap into the experience of abundance,&quo...
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March 25, 2014 10:54 AM
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Wealth Coaching and Business Coaching - Top Wealth Building Tips

Wealth Coach, Business Coach and international best-selling author William R. Patterson shares top wealth-building strategies. For more information on BARON ...
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March 25, 2014 10:54 AM
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Asset Allocation for 2014

What asset class stood out in 2013 and where will the main focus be in 2014? Emmanuel Ferry, Banque PBS.
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March 25, 2014 10:54 AM
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Philanthropy – Never has it been more necessary - The Actuary

Philanthropy – Never has it been more necessary - The Actuary | Wealth Management Report - Living Your Dreams | Scoop.it
Philanthropy – Never has it been more necessary
The Actuary
These words of Francis Bacon are very familiar to actuaries having been a motto of our profession for 150 years.
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March 25, 2014 10:53 AM
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How to protect against drawdowns using dynamic asset allocation: State Street Global Advisors

Senior ISG Product Engineer, Des Lawrence, explains how State Street Global Advisors innovative Market Regime Indicator facilitates dynamic asset re‐allocati...
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March 25, 2014 10:50 AM
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Best Private Bank in Western Europe for Structured Products

Best Private Bank in Western Europe for Structured Products | Wealth Management Report - Living Your Dreams | Scoop.it
Societe Generale Private Banking has been named “Best Private Bank in Western Europe for Structured Products” by Euromoney* magazine for the 10th year running. This distinction crowns 10 years of providing the very ...
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March 25, 2014 10:50 AM
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Forget Market Timing, and Stick to a Balanced Fund - New York Times

Forget Market Timing, and Stick to a Balanced Fund - New York Times | Wealth Management Report - Living Your Dreams | Scoop.it
Forget Market Timing, and Stick to a Balanced Fund
New York Times
Investors were stung, badly, by the financial crisis of 2008.
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March 25, 2014 10:50 AM
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What Does an Actuary Do? - Udemy

What Does an Actuary Do? - Udemy | Wealth Management Report - Living Your Dreams | Scoop.it
An actuary is a highly skilled professional dealing in financial mathematics, future cash flows and the corresponding uncertainties. Basically, actuaries are risk analysts of future events in the business world.
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March 25, 2014 10:49 AM
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Northern Trust Named a 2014 World's Most Ethical Company by Ethisphere ... - MarketWatch

Northern Trust Named a 2014 World's Most Ethical Company by Ethisphere ...
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March 25, 2014 10:49 AM
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How to construct your own asset allocation | portfolio - Monevator

How to construct your own asset allocation | portfolio - Monevator | Wealth Management Report - Living Your Dreams | Scoop.it
Trying to settle on an asset allocation is a classic cause of analysis paralysis. Financial industry talk of efficient frontiers, mean variance analysis and allocations customised for your unique circumstances can lead you to ...
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March 25, 2014 10:46 AM
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2 of China's web giants want to become banks - Tech in Asia

2 of China's web giants want to become banks - Tech in Asia | Wealth Management Report - Living Your Dreams | Scoop.it
Each of the five new private banks will have to be co-sponsored by at least two firms, said Shang Fulin, head of the China Banking Regulatory Commission (CBRC). It's not clear how the new banks would be named.
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March 25, 2014 10:45 AM
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Tax time brings new financial planning tasks for LGBT couples ...

Tax time brings new financial planning tasks for LGBT couples ... | Wealth Management Report - Living Your Dreams | Scoop.it
And one story you might want to do as a spin-off from the usual personal finance pieces involves the growing specialty of tax, financial planning and legal advice for gay and lesbian marrieds. As an entirely new market for ...
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March 25, 2014 10:44 AM
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Turning Asset Allocation Upside Down | AlphaBaskets

Turning Asset Allocation Upside Down | AlphaBaskets | Wealth Management Report - Living Your Dreams | Scoop.it
After the second 50% drawdown of the US equity market in one decade, the investment industry began to reassess the idea of what asset allocation should look like. Unlike the 1980's and 1990's, financial professionals can ...
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March 25, 2014 10:43 AM
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Global Pension Fund Asset Allocations - Business Insider

Global Pension Fund Asset Allocations - Business Insider | Wealth Management Report - Living Your Dreams | Scoop.it
"We expect nearly $150bn of annual S&P pension asset allocation equity outflows in 2014 and 2015 as the average equity allocation of S&P 500 plans drops from 45% to roughly 30%," said Deutsche Bank's David Bianco.
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.