09/21/2018
New Research Finds Ultra-Rich Adding Wealth And Likely Needing Advice
They’re in their prime earning years for many of them
Research
09/20/2018
UAE among world’s top sustainable investors, says Schroders
Investors around the world are increasingly convinced that robust returns and a positive impact are not mutually exclusive.
09/20/2018
Wealthy U.S. Investors Slow to Adopt Sustainable Strategies
From June to August, UBS surveyed more than 5,300 investors in 10 markets who have at least US$1 million in investable assets.
09/20/2018
OppenheimerFunds Launches New HNW Research in Advance of Largest Wealth Transfer in U.K. History
In anticipation of the largest wealth transfer in U.K. history – an estimated 66% increase to £115 billion by 2027
09/19/2018
The world’s ‘ultra-wealthy’ live in these countries
By 2022, the number of ultra-high net worth people around the globe is expected to swell to 360,390.
09/19/2018
Offshore M&A deal value through June nearly matches 2017 total
Last year saw new highs for offshore IPOs and that momentum has continued into 2018, with 180 companies announcing their intention to go public in the first half of the year.
09/19/2018
Increased Regulation Represents Top Challenge Facing Canadian Asset Managers
While increased regulation remains the top challenge, an overwhelming number of the 82 respondents also believe that proper data management can benefit their firm and 94 per cent are confident they can adapt to the changing environment.
09/18/2018
Africa’s Multi-millionaires Hit 7,100
We expect Mauritius, Ghana, Rwanda and Uganda to be the strongest performing wealth markets in Africa during this period (with 90 per cent to 150 per cent growth rates).
09/17/2018
Happy anniversary by Tim Price
Politicians across the board and across the world seem dangerously unaware of the severity of this crisis, and of the risks they pose by indulging in partisan bickering when political leadership (sic) is so desperately needed and simultaneously so horribl
09/17/2018
The Art Basel for classic car fans
When admiring so many beautiful luxurious cars, you often feel like you are in church – you can just hear the hushed conversations and faint footsteps in the sparsely populated exhibition hall.
09/17/2018
These rare 50p coins could net you a small fortune - here's what to look for
It might be worth emptying your pockets and checking down the back of the sofa to find out if you have any of these valuable 50p pieces.
09/14/2018
Chinese millennials and Gen-Zs fuel demand for diamonds in the world’s No 2 market
In 2017 China’s diamond industry accounted for 16 per cent of the US$82 billion global market, up from non-existence two decades ago.
09/14/2018
Where might the next global financial crisis come from?
Ten years on from the collapse of Lehman Brothers and the deepening of the global financial crisis, the world seems to be a safer place.
09/13/2018
Survey: Investors Expect More from Wealth Managers
Wealth managers who skimp on financial planning could be putting their practices in peril.
09/13/2018
Rich Asians See Crazy Big Losses Amid Longest Market Sell-Off
Outside of Asia, 2018 has been relatively prosperous for the world’s richest.
09/13/2018
This map shows where the super rich live around the world
A testament to the auspicious economic climate, the ultra-wealthy population and its total net worth increased in all seven major regions, contrasting with the diverse performances seen a year earlier.
09/12/2018
Hong Kong Wealth Assets Seen Doubling in China-Fueled Expansion
Assets under management to hit $2 trillion by 2023: survey
09/12/2018
Wealth fees laid bare: a spotlight on 15 firms
We have collected data from 15 wealth firms to figure out how much of a difference there is between their charges.
09/11/2018
How Hedge Funds, PE Funds And I-Bankers Can Raise Capital By Teaming Up With Multifamily Offices
Based on extensive empirical studies, a number of actions increase the probability of fund managers and investment bankers getting traction with multifamily offices.
09/11/2018
How High-Net-Worth Individuals Can Form Their Own Financial Advisory Boards
Tax matters have legal consequences that an attorney would need to know about, while financial advisors should have insight into tax payments because they can directly impact both cash flow and a business owner’s net worth.