Managers of Wealth

Tax evaders exposed: why the super-rich are even richer than we thought

Analysis of a massive trove of data – much of it leaked from tax havens – suggests that inequality levels across the world should be revised upwards dramatically

Hold the Toasts to Generosity. In Fact, the Rich Give Away Very Little of Their Wealth

These factors ultimately affect the economic and financial circumstances of all types of donors and, therefore, their ability to give.

Robo-advising platforms carry new risks

Robo-advising offers new opportunities for financial institutions. It also exposes them to new risks that shouldn’t be underestimated.

Millennial Investors Are Not Over the Financial Crisis

A total of 83% of millennial investors cited that their decisions today were influenced in some manner by the financial crisis

Brexit to prompt 'very few changes' at Rothschild as revenue soars

This rise came as both the number and value of global M&A deals across the market declined in 2016

Global CEOs remain optimistic over the next 3 years and look to be the disruptor

The annual study by KPMG International of nearly 1,300 CEOs from companies across 11 industries in 10 countries found that many CEOs are focused on geopolitical challenges

SS&C GlobeOp Hedge Fund Performance Index: May performance

The gross return of the SS&C GlobeOp Hedge Fund Performance Index for May 2017 measured -0.13%. Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 1.24% in June. "SS&C GlobeOp's Capital Movement Index

Global Powers of Luxury Goods 2017

The world’s 100 largest luxury goods companies generated sales of US$212 billion in FY2015, as consumers in emerging markets continue to drive luxury market growth.

This Is the Age When You Become 'Old,' According to Four Different Generations

The survey of more than 800 high-net-worth households defined millennials as being between the ages of 21 and 36

The £1 billion club: the UK's biggest regional offices

Word of mouth is almost exclusively the way we’ve been growing the business

Exploring Digital Transformation and Disruption in Asset and Wealth Management

The survey, detailed in the full report, “Digitization of asset and wealth management: promise and pitfalls”

Asset management market in Europe benefits from value-added investors

Stabilizing or increasing the cash flow component is a tactical objective.

Down the Rabbit Hole? Impact Investing and Large Foundations

Impact investing makes sense in theory, but there are good reasons, particularly for large foundations, to pause before putting a lot of resources into it.

On Philanthropy: Women’s voices ring clear in world of philanthropy

Women of all ages and stages of life are more generous than their male counterparts

How Age Impacts Wealthy Women

There are wealthy women in America across the spectrum of age segments.

Wealth managers face $1.1trn outflows on tax avoidance crackdown

It’s a continuation of the overall challenges that the industry is facing

The easiest and most complex jurisdictions in the world for accounting and tax compliance

Turkey is the most complex place in the world for Accounting and Tax compliance, followed by Brazil, Italy, Greece and Vietnam - according to TMF Group’s inaugural Financial Complexity Index 2017.

Wealth 'begins at £134,170 a year'

The figure is nearly five times the national average wage of £28,000.

JPMAM investor survey points to asset allocation shifts because of European regulation

The survey also suggests that treasurers are first and foremost focused on capital preservation and liquidity, though yield remains an important consideration.

SEI Survey Exposes Gaps in Wealthy’s Investment Knowledge

Ultra-High-Net-Worth Misunderstand Investment Approaches

Research