Sentences with phrase «with investable assets of»

His company's report, called The Rise of the New Aristocracy, is based on 550 interviews conducted with U.S. residents age 25 and over with investable assets of more than a million dollars.

Meanwhile, households with investable assets of $ 100,000 or more were twice as likely to say they prefer frequent flyer miles over cash.

Three out of every five people with investable assets of $ 100,000 or more said that cash - back was their favorite credit card reward, according to a new CreditCards.com poll of nearly 800 wealthy U.S. residents.

An HSBC study found a gap between interest and actual portfolio allocation among investors aged 25 to 64 with investable assets of $ 250,000 or more.

As impressive as the Mulsanne's performance is, however, even Bentley executives admit that — for the company's intended audience of «high net worth» individuals (those with investable assets of $ 25 million or more)-- performance is not what's going to win the day.

Indeed, the most recent CNBC Millionaire Survey of high - net - worth families with investable assets of $ 1 million or more found 44 percent have not told their children about their future inheritance, and 27 percent waited until their child was over age 30 to do so.

Worldwide, 40 percent of millionaires (which is defined as those with investable assets of $ 1.5 million or more) cited a «business sale or profit» from their business as their source of wealth.

Not exact matches

Bailey told CNBC that increasing numbers of wealthy individuals — defined in Knight Frank's report as those with at least $ 30 million in investable assets — had shown interest in the space industry over the last 12 months.

The survey is an exclusive semiannual summary of the investment attitudes and behaviors of investors with $ 1 million or more of investable assets.

The U.S. Trust report polled 680 people throughout the U.S. with with investable assets of at least $ 3 million, not including the value their primary residence.

Much of that growth was driven by ultra-high net worth individuals, those with $ 30 million or more in investable assets.

The survey, conducted by UBS, found that 47 percent of Americans with at least $ 1 million in investable assets may reduce their market exposure because of uncertainty over the election.

Over 400 respondents interviewed were a nationally representative online sample of household financial savings / investment decision makers, age 21 — 75, with minimum investable assets of $ 100K and aware of ETFs.

But, adding up the sheer volatility of cryptocurrencies with liquidity issues facing this infant and unregulated market, it does not take long to figure out why institutional players do not see cryptocurrencies as a serious contender for an investable asset class.

For clients with a minimum of $ 5 million in investable assets or more than $ 10 million in net worth, Morgan Stanley also offers access to our Wealth Planning Centers.

Currently, 1 ETF track the MSCI Emerging Markets Investable Market Index with more than $ 50.81 B in ETP assets with an average expense ratio of 0.14 %.

The golden grail of investing is to find that investable asset that provides the greatest reward with the least risk.

Sara T Brand and Kerry Rupp, general partners of True Wealth Ventures, shared some powerful statistics regarding women as investors — with their investing characteristics and the influence they have on the markets from investable assets to everyday purchases.

David D. Legeay is a Senior Vice President and Managing Director of the Cleveland market for Hawthorn, PNC Family Wealth ®, a business dedicated to serving the needs of individuals and families with investable assets in excess of $ 20 million.

A client with $ 5 million of investable assets might pay $ 35,000 a year to get financial advice.

While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.

Still, a majority of advisors (64 %) indicated in the Natixis survey that they are apt to employ alternative investment strategies for mass - market clients with $ 200,000 to $ 300,000 in investable assets.

Data from affluent respondents was compiled from an online survey of 1,251 respondents who were household financial decision - makers 25 years and older, with a household income of at least $ 75,000, and investable assets of at least $ 100,000.

I think that your readers divided into deciles by investable assets would show that most of them, with limit orders and patience, could utilize a small / micro / nano cap strategy.

I would tend to say that the best clients for an advisor would be those with a high amount of investable assets who either do not have the time or knowledge to adequately manage them.

«The majority of people with investable assets have some sort of investment adviser, which is good and probably as it should be,» Hamza said.

BRWM works only with individuals and institutions who have over # 1 million in investable assets, yet the company seems eager to get its message out to the UK public, even though the vast majority of the film's audience will never become clients.

However, DFA faces an ongoing criticism: since its funds are sold exclusively through 1,900 rigorously screened and trained financial advisors, they are not easily accessible to individual investors, especially those with a small amount of investable assets, not willing to pay advisory fees or already having an unaffiliated advisor.

, 39 % of Personal Capital assets under management comprises of investors with $ 1 million and above in investable assets.

Over 400 respondents interviewed were a nationally representative online sample of household financial savings / investment decision makers, age 21 — 75, with minimum investable assets of $ 100K and aware of ETFs.

High net worth: Those with US$ 1 million to US$ 5 million of investable assets — not including the primary residence and other hard assets like cars or jewelry.

Results for affluent Canadians — household decision - makers with an income of $ 75,000 + and investable assets of 100,000 + — are similar to younger investors who are significantly more likely to provide high Investor Sentiment Index scores.

A recent study by BMO Harris Private Banking found that — rather than winning the lottery or inheriting their wealth — a full 94 % of Canadians with more than $ 1 million in investable assets made the bulk of their fortunes on their own.

A majority, 86 %, expect their savings to generate income and even grow in retirement, according to the survey of 1,035 Americans adults age 50 and older with at least $ 100,000 in investable assets.

CIBC Personal Portfolio Services is a discretionary investment management service provided by CIBC Trust Corporation and distributed by CIBC Securities Inc. and CIBC Investor Services Inc., each wholly - owned subsidiaries of CIBC, to individuals with household investable assets greater than $ 100,000.

In general, you can take greater risk with investable assets when you have other, more stable sources of funds available.

In addition, 500 completes were collected from high net worth individuals, defined as those with household investable assets (excluding property) of more than $ 500,000.

For the most part, it is a trying time for investors, especially for those retirees who live off of their investable assets, with fairly flat to negative returns from global equity markets while bond and dividend yields remain painfully dismal.

To provide a general view of investable assets, we repeat the calculation with 21 futures markets across seven sectors.

It provides full coverage of the EM asset class with representative countries, investable instruments (sovereign and quasi-sovereign), and transparent rules.

This time series construction carefully stitches together 86 years of risk and return data for the indexes referenced in this book, with the black - dotted outlined section representing the simulated indexes and the solid black lines representing live mutual fund data for investable asset class investments.

Human advisors who charge a percentage of the assets they manage typically only work with people who have at least $ 250,000 in investable assets and charge 1 % to 2 % in fees.

Poll: Wealthy cardholders prefer cash - back rewards — Getting cash back is by far the favorite credit card reward, according to a new CreditCards.com survey of cardholders with at least $ 100,000 in investable assets... (See Cash - back survey)

While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.

In an online poll of 793 consumers with at least $ 100,000 of investable assets, CreditCards.com found that an overwhelming 60 percent of all respondents named cash back as their favorite credit card reward.

The Ameriprise study on couples and money was created by Ameriprise Financial, Inc. and conducted online June 14 to July 14, 2016 by Artemis Strategy Group among 1,514 U.S. opposite and same sex couples (married or living together for at least six months with shared financial responsibility) between the ages of 25 - 70 with at least $ 25,000 in investable assets

This would be a suitable strategy for someone seeking diversification and guarantees, with total investable assets in excess of $ 5,000,000 seeking to diversify 10 - 20 % of their portfolio.

Serve as relationship manager and fiduciary advisor for clients with more than 1,000,000 in investable assets and support a book of accounts having an asset base of at least 100,000,000.

While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.

While investment management is the core of our business our expertise includes divorce, estate, education, tax, and retirement planning for those with one million dollars or more in investable assets.