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RJ & Makay

Our view of news, events and human capital trends in the financial services industry.
Tags >> Peter Damisch

U.S. has most millionaire households worldwide

Posted by RJ and Makay on Jun 09, 2011

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Millionaire households comprised 39% of the world’s wealth in 2010, up from 37% in 2009, according to a new Boston Consulting Group survey study. 0.9% of all households globally had assets of over $1 million.  01% of households had $5 million or more in assets and represented 22% of global wealth, a 2% increase from 2009.

Women Investors: "There's room for improvement"

Posted by RJ and Makay on Aug 26, 2010

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Recently Boston Women InvestorsConsulting Group conducted a survey that addresses the global wealth of women and the common complaint they share-although women’s cut of global wealth is growing, the service they get from financial advisors is not equal to that offered to men.

  • 55% of the women surveyed said there is need for improvement in their relationship with wealth managers, 24% of this group reported a significant need for improvement
  • 72% felt financial companies need a service approach tailored to women, 14% strongly supported this approach