The disease did not greatly impact the investing habits of the ultra-rich, but is driving them to consider more investing guidance, sustainability and succession planning, says a new study.
Capgemini’s latest report is a wake-up call for wealth managers as the heads of rich individuals are turned by big tech firms for information and value-added services.
Taiwan wants to lure wealthy investors' capital from Singapore and above all Hong Kong but it ideally needs lower tax rates to do so, says a senior local regulator.
The local regulator is preparing proposals that aim to make Taiwan as appealing as Singapore and Hong Kong as a wealth hub. Challenges abound though.
Family offices face a major millennial challenge in the years ahead. In the meantime, they are becoming more partial to direct real estate and private equity investments.
Manager research chief Jasmine Yu highlights the red flags she watches out for during the fund selection process.