Managers of Wealth

The Importance of Having “The Talk” Concerning Family Wealth

Successful wealth transfer takes into account the needs, wants, skills, dreams, and passions of everyone involved.

Altrata: Hong Kong Leads Asia in UHNW Footprint

This comprises mostly primary residences of the wealthy, attracted by its unrivalled links to mainland China, low taxation and status as a major global financial services hub.

Working With The Ultra-High-Net-Worth

These services can range from tax planning and preparation to compensation and benefits reviews, in addition to estate and trust planning, philanthropic guidance, insurance reviews, and multi-generational education.

Credit Suisse Global Investment Returns Yearbook 2023

15th edition of Yearbook looks at inflation and the role of commodities

LVMH Shuffles Leadership at Louis Vuitton, Dior

The changes, effective Feb. 1

UK universities turn to philanthropy to bolster finances

Institutions increasingly take advantage of appetite from wealthy donors, says Imperial president

What Asian investors want right now

Billionaires aside, Asian investors are – as a group – increasing their clout, as Accenture’s Asia Affluent Investor Survey revealed.

Wealth managers ‘regularly surprised’ by clients’ investment decisions – Oxford Risk research

This is compared to just 8% who say they are never surprised by clients’ decisions.

Private markets allocation boom may be 'overblown'

RBC BlueBay research suggests

Global Ultra-High-Net-Worth Population Has Fallen by 6% in 2022

The U.S. UHNW population was 10.3% lower in the first six months than the same period of last year.

Morningstar Introduces Industry's First Global Unicorn Index Series

Powered by PitchBook and Morningstar Indexes, the new benchmarks are the first to daily measure Unicorns, or privately held venture-capital companies with valuations of $1 billion or more.

Demographic shift in Asia outpacing its economic transition

The research team combined this survey with comprehensive secondary research to answer some of the key questions for the global economy due to Asia’s ageing population: the supply of labor, and the supply of capital.

China boasts one in 10 global millionaires

The number of millionaires is expected to double by 2026, according to Credit Suisse’s annual Global Wealth Report.

HNWs shunning professional advice: Research

Top reasons given by HNWs for not seeking advice were that they prefer to seek advice only when they need it (39%) and believe they can manage their own financial affairs.

Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage

As a result, performance reporting in wealth management is a competitive advantage. Specifically, investment managers looking to stand out can do so with wealth management reporting software that delivers customization and also real-time data.

Chart of the week: Finding potential outperformance with macro hedge funds

Hedge funds have broadly outperformed global equities and bonds this year, driven mainly by the strong performance of macro strategy funds.

‘Incredibly disappointing’: Research finds rich Australians failing to donate to charity

Australia is lagging behind other first-world countries in one important area – and it turns out the wealthy are the guiltiest.

Forbes Announces Seventh Annual List Of America’s Top Wealth Advisors

Advisors complete in-depth surveys and then vetted and ranked by SHOOK research.

T. Rowe Price Finds Financial Stress Is a Predictor of Financial Wellness

Adoption of financial wellness programs can reduce stress, lead to better retirement outcomes

Deutsche Bank adopts measures to further reduce its energy consumption

This is equivalent to the average annual consumption of around 1,600 two-person households.