Our last blog covered the trends for the year 2020, this blog will zoom in on the wealth changes from the year 2019 compared to 2018. The World Wealth Report 2020 from Capgemini is an excellent piece to gain insight in the world’s wealth.
Within the investment industry, ESG is a hot topic these days. Last week I was inspired by an article in the “Het Financieele Dagblad” regarding ETF’s with an ESG overlay*.
Topics: data analysis, Client Services, single family offices, multi-family offices, wealth advisors, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through
Charities and foundations form a special group of entities managing assets. Not only are they managing assets for specific goals they want to support, often it is third party money which is invested and accountability has to be given in a formal matter, both the spending of proceeds and how the assets are managed.
Topics: "wealth management", "wealth management reporting", Client Services, impact investing, ESG, socially responsible, sustainability, environmentally friendly, Detailed Look-Through, charities, foundations