02/20/2018
Grace Blakeley: Inequality can be narrowed by raising taxes on the wealthy
According to Oxfam’s analysis, there are five billionaire families in the UK that hold the same wealth as the bottom 20 per cent of the population.
Research
02/19/2018
How do super-rich people spend their money?
Where are UHNWIs located globally, what goods are they buying and from which brands?
02/19/2018
Characteristics of high-net-worth female donors
As more women accumulate wealth, they are twice as likely as men to leverage their wealth for philanthropy,
02/19/2018
Few Wealthy Investors Deployed Cash in Meltdown, UBS Survey Says
Investors, business owners see market dip as temporary
02/19/2018
Wealth protection and succession solutions for wealth families
Dynastic planning is increasingly topical as regional middle eastern family businesses grow and as founders focus more attention on ensuring that the family remains in harmony.
02/19/2018
Global dividends break new record in 2017, with more to come for the year ahead
2017 was a great year for income investors with dividend growth broadly spread across countries and industries.
02/16/2018
Ultra-rich prefer human touch over robo advice: Study
Most ultra-high net worth individuals, or UHNWIs, in India are not familiar with robo-advisory.
02/16/2018
Sallie Krawcheck: Here's why women shouldn't be afraid to ask for a raise
A recent study by the Ellevate Network found that 75% of respondents received a pay bump when they requested it.
02/14/2018
Entrepreneurialism Is Booming, But Millennials Are Reluctant to Jump In- UBS
This is according to UBS Wealth Management USA’s latest UBS Investor Watch report, “Who’s the boss?”, released today, which delves into investors’ sentiment on business ownership.
02/14/2018
Number of rich households grows 12% but wealth only 5% in 2017: Report
Findings of the study, commissioned by Kotak Wealth Management, come even as there are increased concerns on rising inequality
02/14/2018
Hedge funds have outperformed stocks and bonds on risk-adjusted basis
The organisations found that hedge funds have out-performed equities and bonds on a risk-adjusted basis over one, three, five and 10-year periods.
02/14/2018
Ultra-HNIs not keen on robo-advisors: report
Top of the Pyramid report by Kotak Wealth Management said that while robo-advisory has become fairly popular with investors in developed countries, it is at a very nascent stage in India
02/14/2018
SS&C GlobeOp Hedge Fund Performance Index at 2.99 per cent in January
“This favourable result is consistent with other recent indicators showing that 2018 is off to a strong start for the hedge fund industry in terms of asset growth."
02/14/2018
The Most Successful Financial Advisors Leverage Technology
In a survey of more than 803 advisors, about three quarters of all respondents recognize the importance of state-of-the-art technology.
02/13/2018
Swiss asset manager Vontobel posts 12 pct underlying profit jump
Chief Executive Zeno Staub on Tuesday reiterated that appetite for acquisitions on a call with journalists.
02/13/2018
Coutts view: Global economy should stay strong
All these factors currently show a US economy in good health – and that is good for the worldwide economy.
02/09/2018
Rewards and risks of managed account programs
The rise of managed investment accounts in the wealth management industry
02/09/2018
High net worth firms to make more direct investments report
The potential benefits include higher returns and increased control and oversight.
02/09/2018
Rising global cities: ones to watch in 2018 - Schroders
As investors in global cities we compile a quarterly index using a number of factors to identify the most economically vibrant cities.
02/09/2018
Millennials Are More Financially Confident Than Gen X
Millennials are in better financial shape than their Gen X counterparts, Artivest merges with Altegris and Trump taps Charles Rettig as IRS commissioner.