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millennials

October 25, 2017

The rise of the millennial consumer may well be the most profound demographic shift in history. Yet with daily news on crises, technology and politics, a longer-term trend like generational change is easily overlooked.

The rise of the millennial consumer may well be the most profound demographic shift in history. Yet with daily news on crises, technology and politics, a longer-term trend like generational change is easily overlooked.

When investors do focus on demographics as an investment theme, they concentrate on the ‘silver dollar’ of aging populations. And where they focus on millennial consumers, we see three key areas of misperception around millennials:

July 18, 2017

Two factors play a major role in the success of multigenerational wealthy families: they grow their assets well above their consumption rate, and they consistently develop family talent—generation after generation

Two factors play a major role in the success of multigenerational wealthy families: they grow their assets well above their consumption rate, and they consistently develop family talent—generation after generation. Developing new wealth creators in a family business is easier said than done. The question is also whether the next generation is even willing to follow in the parents’ footsteps.

July 10, 2017

Women, Millennial and second-generation clients are driving the growth of the global impact intermediary sector, says a non-profit member organisation for impact investors.

Women, Millennial and second-generation clients are driving the growth of the global impact intermediary sector, says a non-profit member organisation for impact investors.

Women, more often than men, were asking for impact related services (60% women, 40% men), Toniic found in its T100: Insights from Impact Advisors and Consultants.

June 8, 2017

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

High net worth millennials are wising up to their financial responsibilities by learning about wealth a dozen years earlier than baby boomers.

Self-confidence in their self-taught business acumen is the recurring theme in Millennials & Wealth Transfer, a white paper by RBC Wealth Management looking at how HNW Millennials (average net worth - $ 5.8 million) acquire financial knowledge, handle the inheritance process and prepare their financial affairs.

May 5, 2017

Millennials believe social entrepreneurship makes a sustainable difference around the world now, using social media to collaborate with peers and find supporters, says new research.

Millennials believe social entrepreneurship makes a sustainable difference around the world now, using social media to collaborate with peers and find supporters, says new research.

April 13, 2017

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Wealthy North American Millennials are deal-hungry with more than a quarter (26%) involved in more than 20 deals in the past five years, with many relying on family or family offices for advice, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found two out of three respondents (65%) had played a role in more than five deals since 2012.

April 7, 2017

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Wealthy North American Millennials intend to make “significant changes” to the way family investments are managed once they assume control, notably increasing ‘risk on’ allocations to values-based and illiquid investments, new research suggests.

Coming of age: The investment behaviours of ultra-high net worth Millennials in North America found only one-fifth (21%) are fully satisfied with the current objectives and guidelines of their families’ portfolios, despite 65% having a say in their family’s allocations.

January 24, 2017

Are robust labour markets and culture shifts drawing successors into sexy start-ups and pushing them away from ‘traditional’ family firms? Scott McCulloch reports

Are robust labour markets and culture shifts drawing successors into sexy start-ups and pushing them away from ‘traditional’ family firms? Scott McCulloch reports

Next-generation successors have long been advised to cut their professional teeth outside the family business before coming in. Yet in an era of globalised economies, where company revenues can grow enormously in a single generation, are family businesses losing their allure for affluent and entrepreneurial Millennials?

January 16, 2017

According to legend, The Rockefeller Foundation coined the term ‘impact investing’ in 2007, putting a name to investments made with the intention of generating both financial return and social/environmental impact. Has the concept reached maturity nearly a decade later? 

According to legend, The Rockefeller Foundation coined the term ‘impact investing’ in 2007, putting a name to investments made with the intention of generating both financial return and social/environmental impact. Has the concept reached maturity nearly a decade later?

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