12/15/2023
How To Get The Most From Your Wealth Management Providers
But how can you make sure the relationships your family office forms are successful?
Research
11/22/2023
George Soros and his Swiss bank connection
The name Ceresio Investors does not immediately suggest that it is a Swiss bank.
11/10/2023
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.
11/07/2023
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"
10/25/2023
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.
10/23/2023
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
10/23/2023
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
10/20/2023
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.
10/17/2023
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.
10/12/2023
HNWs increase digital engagement: Research
The research also noted tax reporting, simplicity around access, and record keeping as the top digital features HNWs appreciate.
10/02/2023
Wealth Managers are shopping for bargains amid wide discounts, research shows
This was up from 12% in the previous survey covering Q3 2022.
09/19/2023
Future of Wealth Management is relationships not transactions, new research finds
Wealth management staff will need new skills – to support and complement deployment of more technology
09/18/2023
45,000 Australians joined the ‘established affluent’ last year
The graduation of 45,000 individuals into the established affluent was a notable change.
09/18/2023
Nokkel and FNZ research states property wealth is critical for retirement
UK’s cost-of-living issue and rising interest rates have made this worse.
09/06/2023
Switzerland Wealth Management High Net Worth (HNW) Investors Analysis Report 2023
HNW individuals in Switzerland are predominantly high-earning professional males, while entrepreneurs and female HNWs present a lucrative target segment for wealth managers.
08/16/2023
Global Wealth Report 2023 – global wealth set to rise by 38% over the next five years
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.
08/15/2023
Swiss top global wealth rankings
Switzerland was followed in the rankings by the US and Hong Kong.
08/14/2023
HNWIs consider working for longer following LTA reforms
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.
08/09/2023
Hywin Holdings, Leonteq AG, and Arta TechFin jointly launch “Global Mega-Trends Series” principal-protected notes
The combined research knowhow, structuring expertise, and tech-powered processes of Hywin, Leonteq, and ARTA guided the design, testing, and calibration of the products.
08/07/2023
The best Saint-Émilions
This year’s Bordeaux en primeurs hold great promise – even if the classification of wines in the region leads to fevered debate