06/12/2017
Asset management market in Europe benefits from value-added investors
Stabilizing or increasing the cash flow component is a tactical objective.
Research
06/12/2017
Down the Rabbit Hole? Impact Investing and Large Foundations
Impact investing makes sense in theory, but there are good reasons, particularly for large foundations, to pause before putting a lot of resources into it.
06/11/2017
On Philanthropy: Women’s voices ring clear in world of philanthropy
Women of all ages and stages of life are more generous than their male counterparts
06/09/2017
How Age Impacts Wealthy Women
There are wealthy women in America across the spectrum of age segments.
06/07/2017
Wealth managers face $1.1trn outflows on tax avoidance crackdown
It’s a continuation of the overall challenges that the industry is facing
06/07/2017
The easiest and most complex jurisdictions in the world for accounting and tax compliance
Turkey is the most complex place in the world for Accounting and Tax compliance, followed by Brazil, Italy, Greece and Vietnam - according to TMF Group’s inaugural Financial Complexity Index 2017.
06/06/2017
Wealth 'begins at £134,170 a year'
The figure is nearly five times the national average wage of £28,000.
06/05/2017
JPMAM investor survey points to asset allocation shifts because of European regulation
The survey also suggests that treasurers are first and foremost focused on capital preservation and liquidity, though yield remains an important consideration.
06/05/2017
SEI Survey Exposes Gaps in Wealthy’s Investment Knowledge
Ultra-High-Net-Worth Misunderstand Investment Approaches
06/05/2017
Wealthy Chinese seek adventures on vacation - RESEARCH
Travel has always been the favourite leisure activity of the high net-worth community
06/01/2017
Capital Slowdown
The slowdown has been most pronounced among the large, so-called BRICS (Brazil, Russia, India, China, South Africa) economies
06/01/2017
Unmotivated and irresponsible millennials? Not when it comes to finances, according to new study from RBC Wealth Management
High net worth millennials are proactive and curious about financial matters, the survey found.
06/01/2017
What Happens to Giving as Impact Investing Grows?
There were some exceptions, but for the most part, it was straightforward.
06/01/2017
High-Net-Worth Millennials Very Confident About Finances
The top concern cited by the millionaires surveyed was the political environment.
05/30/2017
House prices are set to soar despite economic uncertainty
Investors from the two regions own three properties on average.
05/30/2017
Rise of the technophobe - education key to tech adoption, says HSBC
The HSBC research report, Trust in Technology, shows that technologies such as fingerprint recognition, voice recognition and robo-advice hold enormous potential for uses from bank security to mobile payments and investment advice, yet millions of people
05/30/2017
Rip-off banking fees are choking company flotations, warns OECD
The traditional model of hiring one bank for an initial public offering of shares has given way to a system of hiring a consortium of banks to underwrite the equity sale.
05/30/2017
Increased international co-operation on financial and corporate issues essential to making globalisation work for all
The OECD Business and Finance Outlook 2017 says that strengthening global governance and co-operation on corporate and financial issues involves establishing “rules of the game” which are both fair and perceived by all to be fair.
05/29/2017
Trust in Technology - HSBC
A study of more than 12,000 people in 11 countries into global technology perceptions and habits, conducted independently and commissioned by HSBC.
05/29/2017
Asset Management Fee Comtinue To Fall Across Asset Classes
The bfinance report “Investment Management Fees: New Savings, New Challenges” found that active global equity management fees have dropped by 8% since the 2010-2014 period as many big investors have embraced passive strategies, brought functio