Comment & Analysis

Comment & Analysis

More Billionaire Wealth Achieved Through Inheritance, Overtaking Entrepreneurship

December 4, 2023

The report estimates that more than 1,000 billionaires are expected to pass on $5.2 trillion in wealth to heirs over the next 20 to 30 years.

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Comment & Analysis

To Be Perfectly Transparent

December 4, 2023

The FATF official guidance or “Recommendations” 24 (companies) and 25 (trusts) have now been formally updated, as at February 2023.

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Comment & Analysis

How women are managing family wealth

December 1, 2023

As professional advisors, we continue to adopt and adapt to support clients on their wealth journey.

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Comment & Analysis

Schroders Crystal Ball 2024 Investment Outlook: Megatrends are forcing investors to change their view of the world

December 1, 2023

The 3Ds of decarbonisation, demographics and deglobalisation are forcing investors to recalibrate their view of the world.

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Comment & Analysis

Leonteq revises its outlook and provides business update

December 1, 2023

This compared to an exceptionally strong performance in the prior-year period where the net trading result significantly overcompensated for reduced client demand.

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Comment & Analysis

Women not concerned by gender when picking an adviser

December 1, 2023

The study aimed to better understand the role of women in ‘the great wealth transfer,’ which refers to the passing of wealth from baby boomers to their children and grandchildren.

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Comment & Analysis

Billionaire investor Charles Munger dies at 99

November 29, 2023

Billionaire investor Charles Munger, who rose to prominence as the vice chairman of conglomerate Berkshire Hathaway, died on Tuesday at the age of 99, the company said.    Berkshire Hathaway did not disclose a cause of death but said that Munger ‘peacefully died this morning at a California hospital’.   ‘Berkshire Hathaway could not have […]

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Comment & Analysis

4 charities are thankful for Warren Buffett this Thanksgiving, as he gives away $870 million of his fortune to philanthropy

November 23, 2023

Thanksgiving, to many people, is about friends, family and stuffing yourself with an obscene amount of food. For Warren Buffett, it’s a time to line the coffers of his favorite charities.   The head of Berkshire Hathaway has donated roughly $870 million to four family-run foundations, a continuation of the philanthropy he has undertaking since […]

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Comment & Analysis

The share of executives recognizing the business case for sustainability has tripled in the last year

November 23, 2023

In a context of record high temperatures and with climate disasters on the rise[1], three times more executives across industries are now clear on the business case for sustainability compared to last year.    A growing number also acknowledge the benefits of incorporating sustainable business practices and processes, according to a new report from the […]

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Comment & Analysis

Balancing the risk and rewards of investing

November 22, 2023

There are other times when the balance between risk and reward are ‘about right’, including the volatile situation we find ourselves in today.

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Comment & Analysis

African billionaires seek new shores in hunt for offshore security amid currency challenges

November 22, 2023

This move not only indicates a significant change in wealth management strategies but also highlights the growing need for financial security against the backdrop of the fluctuating economic conditions in their native countries.

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Comment & Analysis

Ex-Pinnacle chiefs hunt for fast-growing fundies

November 22, 2023

Managing director Adrian Whittingham told The Australian Financial Review the firm had met with more than 80 fund managers since it opened in March and was getting close to allocating money.

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