08/11/2019
The report covers stock market investment funds such as unit trusts and open-ended investment companies, which are widely held in private investors’ Individual Savings Accounts and pensions.
08/09/2019
Morgan Stanley also leverages its technology partners to create a more secure, efficient and collaborative environment for conducting business.
08/07/2019
HNW men, meanwhile, were twice as likely to identify themselves as a “conservative investor” – at 31%, as opposed to 14% of women.
08/07/2019
The Investor Pulse Poll surveyed approximately 1,100 U.S. households with at least $100,000 in investible assets
08/04/2019
Flights in private planes to island destinations rose nearly 10% in 2018, says a report by Knight Frank and Wing X
08/02/2019
Getting money for good things that people say they want and that really help is much more difficult than anyone could imagine.
08/02/2019
“Fewer properties on offer means that competition can be intense among buyers for desirable properties when they come up, and it’s not surprising to see gazumping on the rise.”
08/01/2019
Researchers then use this sample and Wealth-X’s database to estimate how many super-rich alumni each school has graduated in total.
08/01/2019
The report says the shift towards more conservative asset allocations was due to HNWIs becoming more risk-averse in preparation for a potential market downturn and loss of equity portfolio value.
08/01/2019
The index differs from survey-based measures in that it is based on the actual trades, as opposed to opinions, of institutional investors.
07/31/2019
The survey shows that 34% of decision-makers think their technological focus will ‘totally’ change over the coming 24 months, with a further 45% expecting ‘slight’ change.
07/31/2019
Over the years that have followed it built up a solid reputation for being an agile, advantageous and practical country in which to do business in sectors that include additional to financial services, gambling and gaming as well as fund administration, y
07/31/2019
Partner in the South African Family Office division, Layve Rabinowitz says that while there is no typical ultra-high net worth family, the South African Next Gen have a decision to make in how they embrace or deny their wealth in a South African context.
07/31/2019
Millionaires were less negatively affected than billionaires during last year's stock market meltdown, a report from Capgemini found.
07/28/2019
The results were combined to create an overall index score for each city, revealing which were the most well-connected metropolises worldwide.
07/28/2019
New Business Traveler Sentiment Index Reveals Hotel Experience is a Major Driver of Overall Trip Satisfaction
07/26/2019
Swiss investors are increasingly upbeat on the Swiss economy and markets, new UBS survey finds
07/25/2019
A new report into the investing habits of high-net-worth individuals has found that the majority do not rely on financial advisers.
07/25/2019
Bruno Lanvin, executive director of Global Indices at INSEAD, discusses the latest findings.
07/25/2019
The global trend to chop and change investments after a shorter than recommended period, underlines that patience is not closely linked to either geographical attributes or the generation gap.