The Importance of Having “The Talk” Concerning Family Wealth
Successful wealth transfer takes into account the needs, wants, skills, dreams, and passions of everyone involved.
Research
470 articles found
Altrata: Hong Kong Leads Asia in UHNW Footprint
This comprises mostly primary residences of the wealthy, attracted by its unrivalled links to mainland China, low taxation and status as a major global financial services hub.
Working With The Ultra-High-Net-Worth
These services can range from tax planning and preparation to compensation and benefits reviews, in addition to estate and trust planning, philanthropic guidance, insurance reviews, and multi-generational education.
Credit Suisse Global Investment Returns Yearbook 2023
15th edition of Yearbook looks at inflation and the role of commodities
UK universities turn to philanthropy to bolster finances
Institutions increasingly take advantage of appetite from wealthy donors, says Imperial president
What Asian investors want right now
Billionaires aside, Asian investors are – as a group – increasing their clout, as Accenture’s Asia Affluent Investor Survey revealed.
Wealth managers ‘regularly surprised’ by clients’ investment decisions – Oxford Risk research
This is compared to just 8% who say they are never surprised by clients’ decisions.
Global Ultra-High-Net-Worth Population Has Fallen by 6% in 2022
The U.S. UHNW population was 10.3% lower in the first six months than the same period of last year.
Morningstar Introduces Industry's First Global Unicorn Index Series
Powered by PitchBook and Morningstar Indexes, the new benchmarks are the first to daily measure Unicorns, or privately held venture-capital companies with valuations of $1 billion or more.
Demographic shift in Asia outpacing its economic transition
The research team combined this survey with comprehensive secondary research to answer some of the key questions for the global economy due to Asia’s ageing population: the supply of labor, and the supply of capital.