Managers of Wealth

Global billionaire tax could yield US$250 billion, EU researchers say

Billionaires’ personal tax in the US is estimated to be close to 0.5 per cent and as low as zero in otherwise high-tax France, the EU Tax Observatory said

What is the state of the London property market in 2023?

Leading property agents tell Spear’s that international UHNWs still want homes at the very top end of the super-prime market, while a reduced development pipeline may protect prices for the next few years

33 Focus Partner Firms Named to Forbes/SHOOK 2023 List of America's Top RIA Firms

This list is based on a national survey conducted by SHOOK Research, including qualitative and quantitative factors such as telephone and in-person interviews with the firms being reviewed.

Research reveals pension funds, institutional investors and wealth managers increasingly favour multi asset credit strategies

In terms of the key benefits that MAC strategies offer, more than two-fifths (43%) say optimal investment outcome through the economic cycle is the most important.

HNWs increase digital engagement: Research

The research also noted tax reporting, simplicity around access, and record keeping as the top digital features HNWs appreciate.

Wealth Managers are shopping for bargains amid wide discounts, research shows

This was up from 12% in the previous survey covering Q3 2022.

Future of Wealth Management is relationships not transactions, new research finds

Wealth management staff will need new skills – to support and complement deployment of more technology

45,000 Australians joined the ‘established affluent’ last year

The graduation of 45,000 individuals into the established affluent was a notable change.

Nokkel and FNZ research states property wealth is critical for retirement

UK’s cost-of-living issue and rising interest rates have made this worse.

Switzerland Wealth Management High Net Worth (HNW) Investors Analysis Report 2023

HNW individuals in Switzerland are predominantly high-earning professional males, while entrepreneurs and female HNWs present a lucrative target segment for wealth managers.

Global Wealth Report 2023 – global wealth set to rise by 38% over the next five years

The latest Global Wealth Report predicts global wealth to reach USD 629 trillion by 2027, despite 2022 being the first year of wealth decline since 2008.

Swiss top global wealth rankings

Switzerland was followed in the rankings by the US and Hong Kong.

HNWIs consider working for longer following LTA reforms

It found that 19 per cent of non-working HNWIs said they already have plans in place to return to the workforce as a direct result of the changes to pension allowances.

Hywin Holdings, Leonteq AG, and Arta TechFin jointly launch “Global Mega-Trends Series” principal-protected notes

The combined research knowhow, structuring expertise, and tech-powered processes of Hywin, Leonteq, and ARTA guided the design, testing, and calibration of the products.

The best Saint-Émilions

This year’s Bordeaux en primeurs hold great promise – even if the classification of wines in the region leads to fevered debate

Pension funds, other institutional investors and wealth managers plan to boost crypto investments

Nearly nine out of 10 (87%) believe investment opportunities in the sector are attractive on a 12-month view with 39% saying investment opportunities are very attractive.

Taking the Edge Off the Risks

Last week’s better-than-expected US inflation report led to a rally in both bond and equity markets.

HSBC announces two year research fellowship in partnership with the University of Oxford’s Wellbeing Research Centre

These areas of interest aim to also build upon the findings of the HSBC Life +Factor Study, completed in 2021 and 2022, by the life insurance business of the HSBC Group.

Real rates suggest IT valuations are stretched. Stay selective

In past years, IT stocks and US real rates had a strong negative correlation—i.e., when US real rates rose, US IT stocks declined and vice versa.

Schroders quantifies the effects of human capital management enhancing investment process

This framework allows active managers like us to gain greater insights into companies within our investment universe.