08/18/2019

Distribution of wealth in cryptocurrencies

The rationality behind this is that the single number (index or coefficient) gives us the ability to compare one country to another in terms of how evenly the wealth is distributed across the population.

08/16/2019

Wealth Management Super League Market

This will have a significant influence on wealth managers’ financial performance, as they struggle with decreasing margins and growing regulatory and restructuring costs.

08/16/2019

Whitepaper: Turning Heirs into Clients

Our newest white paper, Turn Heirs Into Clients, spells out a number of practical steps advisors can take well before the wealth transfer occurs.

08/15/2019

The 2019 Gold Rush

This year, the Centennial State has experienced a boom in panning for gold.

08/15/2019

Opportunities Offshore

These include the spectre of Britain crashing out of Europe without a deal, and the ongoing trade war between the U.S. and China.

08/13/2019

Luxury real estate prices slowly edge forward: Knight Frank

The Prime Global Cities Index, which tracks the movement in luxury residential prices across 46 cities, increased by 1.4% in the year to June 2019, up marginally from 1.3% in March 2019 but still significantly lower than its four-year average of 3.8%.

08/12/2019

Sanlam UK’s Income Study

The study, which has been running for more than 30 years, is a quantitative assessment that reviews and monitors the performance of all UK equity income funds over a six-month period.

08/12/2019

Why 2019 is a Crucial Year for Wealth Management

What emerges from this year’s World Wealth Report, published on July 9, is clearly the picture of a fertile ground for an accelerated innovation process, that requires two other dimensions to be disrupted: Strategy and Management Culture.