Research Archives - Page 14 of 47

Global billionaire tax could yield US$250 billion, EU researchers say

October 23, 2023

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

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What is the state of the London property market in 2023?

October 23, 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

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33 Focus Partner Firms Named to Forbes/SHOOK 2023 List of America's Top RIA Firms

October 20, 2023

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.

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Research reveals pension funds, institutional investors and wealth managers increasingly favour multi asset credit strategies

October 17, 2023

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.

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HNWs increase digital engagement: Research

October 12, 2023

The research also noted tax reporting, simplicity around access, and record keeping as the top digital features HNWs appreciate.

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Wealth Managers are shopping for bargains amid wide discounts, research shows

October 2, 2023

This was up from 12% in the previous survey covering Q3 2022.

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Switzerland Wealth Management High Net Worth (HNW) Investors Analysis Report 2023

September 6, 2023

HNW individuals in Switzerland are predominantly high-earning professional males, while entrepreneurs and female HNWs present a lucrative target segment for wealth managers.

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Global Wealth Report 2023 – global wealth set to rise by 38% over the next five years

August 16, 2023

The latest Global Wealth Report predicts global wealth to reach USD 629 trillion by 2027, despite 2022 being the first year of wealth decline since 2008.

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Swiss top global wealth rankings

August 15, 2023

Switzerland was followed in the rankings by the US and Hong Kong.

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HNWIs consider working for longer following LTA reforms

August 14, 2023

It found that 19 per cent of non-working HNWIs said they already have plans in place to return to the workforce as a direct result of the changes to pension allowances.

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Hywin Holdings, Leonteq AG, and Arta TechFin jointly launch “Global Mega-Trends Series” principal-protected notes

August 9, 2023

The combined research knowhow, structuring expertise, and tech-powered processes of Hywin, Leonteq, and ARTA guided the design, testing, and calibration of the products.

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The best Saint-Émilions

August 7, 2023

This year’s Bordeaux en primeurs hold great promise – even if the classification of wines in the region leads to fevered debate

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