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Research

12/05/2017

ANALYSIS: SARS intensifies focus on the rich and ultra-rich with expanded team

The committee recognises that "fiscal citizenship" is improved by building "trusting relationships" with high net-worth individuals to inspire confidence in the tax authority.

12/05/2017

Creating and preserving wealth in China

The five largest companies in the world are all technology companies.

12/04/2017

World Bank report says wealth inequality is a threat to East Asia, Pacific nations

The number of poor citizens across the region — including about a dozen countries and the Pacific Islands, but excluding developed countries such as Japan and South Korea — has dropped significantly in recent decades.

12/01/2017

Singapore, Monaco boast highest percentage of ultra-wealthy individuals

Geneva came in second, with an estimated population of 490,000.

12/01/2017

Third of clients have switched wealth managers in last 24 months

Research from specialist Compeer

11/30/2017

Schroders Global Investor Study 2017

66% of retirees wish they’d saved more for retirement and globally investors are not saving enough

11/29/2017

One in Six New Cars in the World Will Be Electric By 2025

UBS predicts 16% of cars sold worldwide in 2025 will be EVs

11/29/2017

Robots Are Coming for Jobs of as Many as 800 Million Worldwide

The consulting company said Wednesday that both developed and emerging countries will be impacted.

11/29/2017

Specialist advisers are helping the wealthy to build their art collections

In a market blighted by forgeries, experts help clients avoid pitfalls

11/28/2017

BlackRock and Vanguard are smart beta’s biggest winners

Smaller groups grow fast, but are dwarfed in comparison

11/28/2017

Survey Reveals Financial Services Industry Slow to Adopt Growth-Driving Initiatives

Regulatory changes have led to the re-evaluation of business practices and models. One main impact of regulatory change has been the accelerated move toward advisory, according to 35 percent of respondents, followed by the creation of governance and overs

11/27/2017

A third of UK Wealth Managers opting for “correction protection”

As a result, a third of wealth managers (32%), who collectively manage in excess of £100bn, said they are holding cash across clients’ portfolios to protect against a correction.

11/22/2017

Guernsey: A modern finance environment for a complex world

Fund managers and promoters with capital to deploy are brought together with transformation managers who understand insurance risk.

11/22/2017

United States Viewed as Most Resilient Global Financial Center

While the U.S. continues to be perceived by most respondents as a source for investment opportunities, cited by 80% in 2017, this decreased from 91% in 2015.

11/22/2017

Proper wealth transfer plans lacking in Asia: Poll

Families more concerned about transfer of values, with conditions linked to inheritance

11/22/2017

Five-Year Outlook Report: Steady Global Growth Most Likely Scenario for Near Future

The report highlights three scenarios of which the 'Steady As She Goes' scenario is expected to play out over the next five years.

11/21/2017

UK Donor-Advised Funds surpass £1 billion for charities

NPT-UK’s annual industry report reveals grants to charities reach all time high

11/21/2017

Majority of asset managers expected to offer ETFs in next five years

The ETF market will be transformed by both current and new investors.

11/20/2017

London philanthropists give away almost £10bn in a decade

But donations from outside of London are on the rise, with the fastest growth coming from the North East of England.

11/19/2017

Swiss bank reveals Ireland has 125,000 dollar millionaires

Credit Suisse says average wealth figure for Irish adults 15th among over 200 countries

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