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Research

11/01/2016

How The Wealthy Harvest Losses For Gain

Family offices know that the only returns that matter are those that they keep, after taxes.

11/01/2016

China’s Rich Eye Property Abroad

According to the report, 56 percent of those surveyed said currency depreciation was a concern.

10/31/2016

The rich get richer in Vietnam's bull market

It took 500 richest people on the stock market to accumulate that much wealth.

10/31/2016

Valuable Investing Lessons Your Cat Can Teach You

These purr-fect reminders shouldn't be taken for granted.

10/31/2016

Managing political risk in investment portfolios - Unigestion

It has been an economic game changer

10/31/2016

Six In Ten Chinese Rich People Are Diversifying 15% of Wealth Portfolios

Domestic investment opportunities are difficult to come by and offer very low profitability

10/31/2016

US most likely country to see high-net-worth Chinese immigration

Affluent Chinese individuals are most interested in overseas property within the U.S.

10/31/2016

Ethical investment: despite a sweet spot for performance, funds still widely ignored

On first impressions it may seem surprising that over the past decade the amount of money invested in ethical funds remains so modest.

10/28/2016

Loose change: Most Family Business without Succession Plan

The British support group said it interviewed 250 UK and 1000 global businesses.

10/27/2016

How Fidelity's robo for RIAs 'leapfrogged' rivals -- and why the landing might not stick

Fidelity weaves in eMoney wizardry to its super-bot but Geode's presence as de facto CIO stops some RIAs in their tracks

10/27/2016

Wealthy Baby Boomers Set Standard For Millennials’ Wealth Management, According To SEI Survey

The digital survey was conducted among 282 ultra-high-net-worth individuals.

10/26/2016

Caution Prevails Among Asian Investors Cash holdings increase over the past year, with slight shift in product preferences

The survey reveals China is the only country that showed a more than one percentage-point uptick in holdings in the asset class between the 2015 and 2016 surveys.

10/26/2016

The 15 ‘richest’ cities in the world

Cities that are home to the most number of billionaires or millionaires may not necessarily be the wealthiest places on earth

10/26/2016

2016 U.S. Trust Study of High Net Worth Philanthropy Reveals Positive Giving and Volunteering Forecasts for the Coming Years

New Study Offers Insight Into the Motivations, Expectations and Behaviors of Various Demographic Segments of Wealthy Donors

10/26/2016

Why Women Aren’t Making It to the Top of Financial Services Firms

But this seemingly impressive statistic disguises an underlying lack of progress of gender equality in financial services.

10/26/2016

Meet the six billionaires who've made a debut in India Rich List this year

Six india inc members made their debut in the billionaires club this year

10/26/2016

Study: No direct relationship between hedge fund leverage and volatility and downside risk

The AIMA/CAIA study suggests that there is no direct relationship between hedge fund leverage and the volatility and downside risk of fund performance.

10/26/2016

Private Equity Firms Distribute Record $443bn to Investors in 2015

In third successive year of record distributions, private equity investors receive record net capital flows of $217bn as call-ups decrease

10/26/2016

Asia Hedge Fund Industry Sees Less Launch Activity in Q3

Asia-focused and -based hedge funds both see proportional launch figures fall, as fund managers turn towards a global focus

10/25/2016

London tops list for quality of life, sorry Paris and New York

Thirty cities were rated on their culture, entertainment, infrastructure, health and general happiness.

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