05/11/2022
Opaque macro signals call for trend strategies in multi asset
As detailed last week, economists and market observers continue to be surprised on the upside by recent macro data.
Research
05/06/2022
Discover what influences philanthropic giving by the ultra wealthy in a new report by Wealth-X.
The report begins with an exploration of global philanthropy, charting the significant role played by the ultra wealthy because of the scale of their giving.
04/28/2022
Luzern PB research head: Two short-term risks equity markets face and what to do about it
As this combination could be risky for an overweight allocation to equities, Erne believes investors should hold cash and a higher proportion of alternatives.
04/22/2022
Why do People Invest in OZ?
The results of our in-depth OZ survey are in, and the full report shows what media coverage has gotten wrong about OZ investors.
03/30/2022
London retains its crown in the Schroders Global Cities Index 2022
London has held on to the top spot in Schroders Global Cities Index for the second year in a row.
03/30/2022
Giving by corporates and high net worth individuals hits new highs
Donations provided by corporates to charitable organisations is now valued at $5 billion per annum across Australia last year, with BHP and Coles Group leading the pack.
03/21/2022
2022 Global Travel Trends Report
“The Global Travel Trends Report shows that tourists are making up for lost time and being thoughtful about who they travel with"
03/18/2022
Amid War and Disease, World Happiness Report Shows Bright Spot
This year marks the 10th anniversary of the World Happiness Report
03/15/2022
Crypto Investment and the Wealthy
Wealth-X Report Reveals New Insights Into Wealthy Crypto Investors
03/11/2022
Wealth Management Market Updates
We hope these reports will spark new ideas and new conversations
03/11/2022
The Future Digital Agenda must enable Differentiation and Result in Scalable Growth
During the presentation some insights were shown from ongoing research on the future priorities for the front office
03/08/2022
China Dominates Female Billionaire Wealth in Asia
The segment accounts for 11.4 percent of the 2,527 total billionaires worldwide and is led by Francoise Bettencourt Meyers (net worth: $75.2 billion), granddaughter of L'Oreal founder Eugène Schueller.
03/08/2022
Artificial intelligence innovation among private banking industry companies has dropped off in the last year
Figures for patent grants related to AI followed a similar pattern to filings – shrinking from 97 in the three months ending January 2020 to 17 in the same period in 2021.
03/07/2022
BNP Paribas Asset Management study shows positive impact of dialogue and voting on female board membership
These geographical differences should be viewed within the context of the economic, socio-cultural and regulatory environment.
03/02/2022
Swiss Real Estate Market 2022
Credit Suisse publishes its ”Swiss Real Estate Market 2022” study
03/01/2022
Global UHNW population to double in a decade
This is a much higher increase than 2020, when the UHNW population grew by just 2.4 per cent.
02/28/2022
UK millennial millionaires double in a year
Bowmore Wealth Group chief executive officer Mark Incledon said: “Millennials are earning more than ever before.
02/25/2022
Credit Suisse Global Investment Returns Yearbook 2022
Latest Yearbook focuses on inflation, interest rate rises and diversification
02/23/2022
Global Class Action Securities Litigation Tops $3 Billion
Increase in SPAC and Cryptocurrency Class Actions, Decrease in M&A Class Actions
02/22/2022
Nikko AM: History rhymes
Investment Insights by our experts and thought leaders