This month, the UK-based Charities Aid Foundation (CAF) released their report Charity Street II: The value of charity to British households. Over 2,000 households responded to the survey this past February which was aimed at discovering [Read more…]
It’s here! The 20th anniversary Capgemini World Wealth Report is now available to be downloaded and discussed.
As in previous years, the Report’s high-beam focus has been on global high net worth individuals (HNWIs); their distribution geographically as well as the distribution of their assets, the world markets and how performance has affected portfolios in the past year, and what HNWIs need from their investment managers. [Read more…]
It used to be that it wasn’t all that often that a bombshell like the Panama Papers dropped during your professional lifetime. The practice of accidentally or purposefully sharing sensitive, confidential, or downright incendiary information is becoming lots more commonplace lately.
Meanwhile, there are people and companies and governments struggling worldwide with questions of how to maintain the privacy of individuals’ personal data, and just who should have access to it. There’s the desire by some to be erased entirely from the internet (sorry, but good luck with that). Cross-border information-sharing agreements, like Safe Harbor and its next-gen, the EU-U.S. Privacy Shield, hold little consumer confidence. [Read more…]
You know that the Sunday Times Rich List came out this past weekend, right?
The list is a tremendous feat completed annually by Philip Beresford and Robert Watts (who will take over for Beresford later this year). For me it’s like someone showed up at my door handing me keys to a snappy convertible, a box of Lake Champlain chocolates, and a leash with a wee sleepy puppy at the end of it.
Yes, I’m self-aware about my tendency toward hyperbole, but seriously, I’m pretty sure I heard angels weeping on Sunday.
Wonderfully, the ST list of the top 1,000 wealthiest isn’t just one list, it’s actually 28 glorious lists. There’s some overlap, of course, but Beresford and Watts don’t just rehash and reorder the 1,000 – there are many more names to be found in the separate, searchable, lists. [Read more…]
It’s early April, and you’re trying to get in touch with your New York-based board member to schedule a meeting. If you guessed that he’s in Georgia (at the Masters), you’re probably right. Want to know more about where he’ll likely be in May and June?
Well, here you go: global real estate experts Knight Frank teamed up with NetJets and WINGX Advance to track worldwide private jet migration patterns for the wealthy worldwide. The information they found is illustrated in a cool global event calendar on page 35 of the 2016 Knight Frank Wealth Report. [Read more…]
I love a good wealth and philanthropy report, don’t you? And there are an increasing number of juicy ones out there now, as well. From the World Wealth Report and Giving USA to Charities Aid Foundation and the stellar Knight Frank reports, we’re awash in research riches.
A relative newcomer to these helpful reports about high net worth individuals is the Million Dollar Donors Report (MDDR) from Coutts Bank, which published its third annual report this week. It’s a global-view expansion of their former annual, the Million Pound Donors Report (2008-2012), which concentrated specifically on philanthropy in the United Kingdom. [Read more…]
Last week I had the pleasure of a long layover at Heathrow, so I wandered around trying on Barbour coats, admiring Chanel scarves, and disappointing bored shop assistants in the luxury shopping mall that masquerades as an airport terminal.
As I widened my circuit I passed one of the gates and noticed some neatly-arranged business-y magazines that didn’t look familiar under a COMPLIMENTARY! sign. My gimlet eye spied a cross-armed CEO standing proudly on the cover of one, and the words “Jockey Club” on the cover of another.
Well, well, what have we here? I thought, and sidled over. Picked up one, then the other, and dropped into the nearest seat to have a leaf-through. [Read more…]
According to INSEAD’s Singapore campus Executive Director Michael Prahl, the number of family offices in Asia and the Middle East will double over the next 8 years. As supersonic as that growth is, the sheer number of family offices in Europe (1,000) and the United States (3,000) are massive compared to their cousins in Asia (estimated to be at about 200).
With an estimated $4 trillion managed in family offices globally, we ignore to our disadvantage the impact and influence these investment and philanthropic powerhouses will have for the fundraising and social impact sectors.
To learn more about this, I interviewed HBG’s in-house experts on family offices, Kenny Tavares and Elizabeth Roma, to explain what it is about family offices that make them so important, and what resources are available to tap into.
At the recent NEDRA Conference, a group of prospect research pros shared their knowledge of international research (and got great tips from participants as well!). We discussed the challenges and rewards of international fundraising and research, and the best places to find information on prospects living outside of the United States.
HIGHLIGHTS OF THE Q & A
Questions (and answers) included:
What are some of the barriers to international research/international fundraising, and what are some suggestions you have for alleviating them? [Read more…]