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Research

01/11/2016

Record growth for exchange traded funds despite regulatory fears

The fear is that the structure of ETFs and index funds could worsen market shocks when they happen.

01/11/2016

Global Asset Managers Rising to Challenges of 2016

Across globe downward pressure on fees set to intensify

01/11/2016

American Citizens Abroad Global Foundation seeks views on tax laws

Recently enacted tax laws for ex-pat Americans topic of new survey; results to inform research effort

01/11/2016

American Citizens Abroad Global Foundation seeks views on tax laws

Recently enacted tax laws for ex-pat Americans topic of new survey; results to inform research effort

01/08/2016

Affluent Hold Charitable Companies in High Regard (but Will They Invest in Them?)

Affluent investors appreciate a company's charitable initiatives, but financial returns trump "doing good."

01/07/2016

What are the challenges facing Asia’s wealthy?

Growing challenge of how to sustain wealth in Asia

01/07/2016

Building A Plan For Wealth In One Day

Every January, millions of Americans promise to fix the situation.

01/07/2016

New World wines thrive in challenging Chinese market

The market for wine is rebounding strongly for New World wines, according to reports in the Chinese news media.

01/07/2016

Island boasts eight in top 200 power women

The list includes views from some of the awardees on issues like quotas for women, their role models and charity work.

01/05/2016

City bankers' bonus will amount to a quarter of those of private equity firms' employees

The survey, which covered 1,000 City of London staff, also found that wealth managers and private bankers expect to receive an annual bonus worth on average £59,196 $87,000, amounting to about 60% of their salary.

01/05/2016

Monopolisation of wealth by UK super-rich accelerates

Its main findings showed that the total wealth of private households in the UK, which includes wealth from private pensions, was over £11 trillion.

01/05/2016

America’s richest 400 households paid a 16.7 percent tax rate in 2012

These 400 households collectively comprise 0.0001 percent of taxpayers, but accounted, by themselves, for roughly 1.5 percent of all income.

01/05/2016

Saint Lucia Offers Citizenship to Wealthy Investors

The regulations require that applicants have a net worth of US$3 million.

01/05/2016

Estimates for the Private Client Indices and ARC Charity Indices

December and the fourth quarter's estimates for the Private Client Indices and the ARC Charity Indices are now available on www.suggestus.com.

01/05/2016

BMO Wealth Management New Year's Study: More Than Half of Canadians Plan to Make Charitable Giving a Priority in 2016

The survey results cited from the 2015 BMO Charitable Giving Report conducted by Pollara were compiled from a random sample of 1,000 Canadians

01/04/2016

Year 2015: Lowest property tax cost in Monaco, Dubai; London prime city for wealthy

“As we enter a new era of rising interest rates, greater regulation and potentially lower returns, it will be interesting to see which cities’ prime residential markets will outperform. Events in the world’s two largest economies look se

01/04/2016

The 16 most powerful people in finance

We then narrowed down the list to just those in the finance industry, adding six finance heavyweights who narrowly missed our top 50.

01/04/2016

Masters of Universe face up to poorer new world

Their pay packets were measured in millions, their excesses were the stuff of legend and the subjct of the odd book and even film.

01/04/2016

Indigestion’ hits diamond companies

Too much supply and too little demand weighs on groups

01/04/2016

South Africa has the new high net worth individuals on the continent in 2015

The ten-year forecast says Mozambique and Zambia millionaires will increase

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