Practical analysis for investment professionals

high net worth

Climate Change Calculus: HNWIs and Sustainable Impact Investing

HNWIs understand that there is no backup planet to invest in or build on, and their capital allocations are beginning to align with that sentiment.

2023 US Wealth Management Outlook: Tax Planning and Wealth Preservation

After a down year for financial markets, investors’ priorities have naturally shifted from growing their assets to preserving their wealth.

Every Day Is Tax Day: Five Tax Strategies for HNW Clients

Our clients' taxes and the tax-savings strategies we can devise for them should be on our minds year-round.

How Financial Advisers Can Appeal to NextGens

Financial advisers who fail to understand and act on the behaviors and demands of young high-net-worth individuals (HNWIs) may be unprepared for the long-term shifts in client attitudes that are on the horizon. To help financial advisers plan for this shift, Enterprising Investor interviewed David Wilson, of Capgemini Financial Services and founder of, for his personal views on how advisers can appeal to NextGens.

World Wealth Report 2014: Can Social Media Help Close the Trust Gap?

The latest World Wealth Report makes the case that social media can "reinforce trust by providing a platform for open, meaningful dialogue, which is capable of also driving business."

An Important Report on Middle Eastern High-Net-Worth Individuals

At the Middle East Investment Conference, Khaled Sifri, CEO, Emirates Investment Bank provided unique transparency into Gulf Cooperation Council high-net-worth individuals.

Why Financial Advisers Need to Use Social Media

April Rudin, founder and CEO of the Rudin Group, has some compelling reasons for financial advisers to develop a social media presence.

2013 World Wealth Report: Level of Trust in Wealth Managers And Firms Rises — Slightly

The world's high net worth individuals (HNWIs) expressed increased trust in wealth managers and were generally upbeat about the economic outlook. On the other hand, HNWIs have much less confidence in the markets and regulators.

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