08/16/2023
The latest Global Wealth Report predicts global wealth to reach USD 629 trillion by 2027, despite 2022 being the first year of wealth decline since 2008.
08/15/2023
Switzerland was followed in the rankings by the US and Hong Kong.
08/14/2023
It found that 19 per cent of non-working HNWIs said they already have plans in place to return to the workforce as a direct result of the changes to pension allowances.
08/09/2023
The combined research knowhow, structuring expertise, and tech-powered processes of Hywin, Leonteq, and ARTA guided the design, testing, and calibration of the products.
08/07/2023
This year’s Bordeaux en primeurs hold great promise – even if the classification of wines in the region leads to fevered debate
07/26/2023
Nearly nine out of 10 (87%) believe investment opportunities in the sector are attractive on a 12-month view with 39% saying investment opportunities are very attractive.
07/19/2023
Last week’s better-than-expected US inflation report led to a rally in both bond and equity markets.
07/19/2023
These areas of interest aim to also build upon the findings of the HSBC Life +Factor Study, completed in 2021 and 2022, by the life insurance business of the HSBC Group.
07/17/2023
In past years, IT stocks and US real rates had a strong negative correlation—i.e., when US real rates rose, US IT stocks declined and vice versa.
07/14/2023
This framework allows active managers like us to gain greater insights into companies within our investment universe.
07/13/2023
Due diligence may not be the top priority when wealthy clients seek a financial advisor, but they can also be quick to switch
07/06/2023
So far, this year has seen a fairly dramatic sea change in the winners and losers from an investment fund perspective too as asset managers have attempted to navigate a fairly tricky environment.
06/28/2023
Corporate insolvencies are at a four-year-high according to the latest government data.
06/22/2023
The yuan has eased to 7.19 against the US dollar, marking a new seven-month low.
06/20/2023
The preservation of family legacies should be based on trust and shared values
06/07/2023
Exit plans across the UK’s business landscape have been fast tracked, with nearly a quarter (23%) of business owners having accelerated their plans to sell or wind down their business in the past 12 months.
05/08/2023
From sustainability to revenge travel, here are the key trends driving luxury tourism
04/19/2023
Ultra-high-net-worth families are responsible for ensuring that existing resources are sufficiently managed so that the younger and future generations do not struggle.
04/05/2023
Forbes Best-In-State Wealth Advisors are nominated by their firms and undergo a series of comprehensive interviews, questionnaires and vetting by SHOOK Research.
03/29/2023
Citywealth conducted a research programme over several months to create a Top 100 private client litigator list fit for purpose.