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Research

12/04/2015

Financial Services Can't Keep Ignoring Millennials

High student debt, low job security and low global growth mean millennials face a different set of financial challenges than the baby boomers and Generation X

12/03/2015

Asia, Middle East, Africa fastest growers for UHNW segment: Wealth-X

The global ultra-high-net-worth population is larger than ever and is on pace to continuously grow, according to a new report by Wealth-X and UBS.

12/03/2015

Why a German billionaire says that pledges like Mark Zuckerberg’s are really bad

Private spending on social welfare in the United States is four times the average in advanced economies

12/03/2015

Netherlands Wealth Levels Off After Five Year Slide

Laren is the wealthiest municipality in the Netherlands with an average wealth of 250 thousand euros.

12/03/2015

Following the Money: Cities Where Wealth is Growing Fastest

Indeed, strong growth from these major metropolitan areas led the U.S. to record wealth growth in 2014

12/03/2015

Profile: what Ashmore's founder did next

The private office is now embarking on a new course of action, with the launch of an asset management arm.

12/03/2015

Better together? What 2016 holds for wealth M&A

They cite a confluence of regulatory pressures, evolving technology and a more competitive landscape as the major drivers of this trend.

12/03/2015

Offshore-i sector snapshot: Private Equity transactions offshore 2015

Private equity activity in the third quarter of 2015 represented over 25% of the total value of offshore M&A transactions. This puts it on pace to make 2015 the biggest year the industry has seen in the past five years.

12/03/2015

Study On Education and Wealth Creation Taps Wealth-X’s Big Data On Global Ultra Wealthy

Elite education and ability was associated with greater wealth, giving, and network power.

12/03/2015

BCG Survey Names 50 Most Innovative Companies in Firm's Tenth Innovation Report

BCG has surveyed more than 1,500 senior innovation executives

12/02/2015

Goals-Based Planning Passes the Test

Hechinger writes that many advisors and their firms consider this approach to be good, old-fashioned financial planning.

12/02/2015

Brands are a bit rich

There's no cash crisis in Africa.

12/02/2015

Taste for luxury: Ethiopia's new elite spur housing boom

White fences and manicured lawns surround the villas of an elegant housing estate in Ethiopia, a potent symbol of the emerging elite in a country better known for drought and famine.

12/02/2015

Wealth Adviser Daily Briefing: ‘Don’t Plan Beyond Age 73. I May Not Live That Long’

It’s an adviser’s job to help them get more realistic with their projections

12/02/2015

State Street forecasts 2016 China growth of 6%

Excess manufacturing capacity, persistent deflation and an inventory overhang in property were some of the issues weighing on China's economy

12/02/2015

CVC gives wake-up call to old-style asset managers

Dig a little deeper, however, and you will see an example of a private equity house taking its asset management skills up new avenues.

12/02/2015

Report: Nation's Wealth Gap Wider Than Believed

Put another way, the 20 individuals who possess more wealth between them than 152 million Americans can fit together comfortably inside one Gulfstream G650 luxury jet.

12/02/2015

BTG Pactual's Swiss bank BSI says has not suffered major outflows

Brazil's BTG is in the midst of a crisis after controlling shareholder Andre Esteves resigned as CEO and chairman following a sweeping corruption investigation.

12/02/2015

6 Noxious Facts About America's Billionaires

Fairly taxing the wealth of the super-wealthy could transform America.

12/02/2015

Twenty Billionaires Have More Wealth Than Half U.S. Households

400 billionaires are wealthier than 190 million of their fellow Americans.

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