More than a third of women say they would not be able to afford everyday spending in a recession
Female finances under greater pressure than during the pandemic
Research
465 articles found
Philanthropy funds community services as UK state support withers
High-earning donors increasingly keen to channel their wealth directly into grass roots projects
How To Get The Most From Your Wealth Management Providers
But how can you make sure the relationships your family office forms are successful?
George Soros and his Swiss bank connection
A Swiss bank provided the financier George Soros with enormous support in his early days. Today, the financial institution wants to increasingly appeal to young entrepreneurs and wealthy families in Switzerland with its advisory services, as research by finews.ch shows. The name Ceresio Investors does not immediately suggest that it is a Swiss bank. […]
Generali top performer in the .Sustainability ranking by Lundquist
Generali ranks third among the Italian companies that best communicate sustainability on their website and social networks.
Millionaires Share Practical Financial Tips in New Research from Ameriprise Financial
Investors with $1 million or more say "financial planning and investing" is the No. 1 action that helped them build wealth, followed by "making a good income" and "living within my means"
Building the optimally sized equity portfolio of global leaders today
The test conducted indicated that 25-30 stocks is indeed enough to “diversify away” any statistically significant non-systematic risk from a given equity portfolio.
Global billionaire tax could yield US$250 billion, EU researchers say
Billionaires’ personal tax in the US is estimated to be close to 0.5 per cent and as low as zero in otherwise high-tax France, the EU Tax Observatory said
What is the state of the London property market in 2023?
Leading property agents tell Spear’s that international UHNWs still want homes at the very top end of the super-prime market, while a reduced development pipeline may protect prices for the next few years
33 Focus Partner Firms Named to Forbes/SHOOK 2023 List of America's Top RIA Firms
This list is based on a national survey conducted by SHOOK Research, including qualitative and quantitative factors such as telephone and in-person interviews with the firms being reviewed.
Research reveals pension funds, institutional investors and wealth managers increasingly favour multi asset credit strategies
In terms of the key benefits that MAC strategies offer, more than two-fifths (43%) say optimal investment outcome through the economic cycle is the most important.
HNWs increase digital engagement: Research
The research also noted tax reporting, simplicity around access, and record keeping as the top digital features HNWs appreciate.