11/16/2017
Impact Investing continues to take root in the region as HNWIs and UHNWIs look to have a positive impact on the world around them amid fast-moving and challenging global circumstances.
11/16/2017
The rapid growth of the world’s second-largest economy has brought health and environmental problems.
11/16/2017
The authors of the report however indicated that Swiss growth in the past years relied strongly on construction and real estate
11/16/2017
Public investment vehicles, including mutual funds and ETFs focused on so-called “gender-lens” investing, oversaw $910 million in assets as of June 30, 2017.
11/15/2017
Rigorous evaluations such as randomised controlled trials are worth the cost
11/15/2017
Lombard Odier’s survey results complement a survey the firm carried out in 2016, which found that more than 99% of respondents agreed that social responsibility had become important following the 2015 Paris UN climate change conference.
11/15/2017
Almost a quarter of HNWIs have already relocated and many of them have caught the bug for an international lifestyle
11/15/2017
On the subject of token sales – or offers of custom cryptocurrencies used to bootstrap new blockchain networks
11/15/2017
About US$8.4trn (£6.4trn, €7.1trn) was owned by high-net-worth (HNW) and ultra-high-net worth (UHNW) individuals in client assets at the end of 2016
11/14/2017
Credit Suisse report highlights increasing gap between the super-rich and the remainder of the globe’s population
11/13/2017
The forecast highlights why investors around the world are feeling increasingly confident as 2018 approaches
11/13/2017
The rollout of stock stories coincides with stepped-up public-facing support for Merrill Edge Guided Investing — MEGI for short — originally launched last winter.
11/13/2017
This will likely “drive further consolidation” in the offshore private wealth space though, as more private banks sell up marginal operations.
11/12/2017
Mark Tucker on the prowl for HSBC bid targets
Mark Tucker, once a fearsome footballer, has an ambitious expansion strategy for Britain’s biggest bank
11/12/2017
Wealth advisers look to make a mint up north by cashing in on the rise of the region’s ultra-rich
It became a no-brainer for us
11/10/2017
Over 80% of wealthy investors plan to leave their collection to their heirs, but 65% of heirs have no interest in keeping the collection
11/09/2017
There’s a large diversity gap in asset management, The Oakley Group joins Raymond James’ Pinnacle Asset Management and David Kutcher is suing a client for defamation.
11/09/2017
A new report on spiraling inequality in America is even more concerning given what the Paradise Papers showed us about how good rich people are at hiding money.
11/09/2017
Survey data suggest that global services activity has moved up a gear over recent quarters to a two year high
11/08/2017
Millennials are less inclined to buy and hold investments for the long term