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millennials

Women and Millennial investors make an impact

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.

Misunderstood millennials wealth wise beyond their years

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.

Millennial mindset for philanthropy and impact investing revealed

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.

Deal-hungry millennials still rely on traditional networks for opportunities

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.

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.

Millennials look to boost ‘risk-on’ investments, increase deal flow

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.

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.

How to keep Millennials in line for succession

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?

Global Family Office Report 2016 Key Findings - Impact investing

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?

Cash-poor Millennials lead the impact investing revolution in philanthropy

December 14, 2016

Socially and environmentally conscious Millennials are reinventing philanthropy by merging traditional foundations with profit-making endeavours and social enterprises, a new report says.

Socially and environmentally conscious Millennials are reinventing philanthropy by merging traditional foundations with profit-making endeavours and social enterprises, a new report says.

Education remained by far the most popular philanthropic cause for ultra-high net worth (UHNW) individuals, followed by health, also according to Changing Philanthropy: Trend Shifts in Ultra-Wealthy Giving.

Financial planning urged for Millennials making more and spending more

November 22, 2016

More Millennials are becoming millionaires and bidding for luxury items on their mobile devices but advisers say financial planning is “extremely important” to make their fortunes last.

More Millennials are becoming millionaires and bidding for luxury items on their mobile devices but advisers say financial planning is “extremely important” to make their fortunes last.

The comments came while Campden Research prepared to release at the end of January 2017 its original study of wealth investment attitudes among North American ultra-high net worth Millennials.

Last chance for Millennials to have say on ultra-high net wealth

September 2, 2016

North American ultra-high net worth Millennials have only the first half of September remaining to declare their own unique attitudes to wealth investment in cutting-edge research by Campden Wealth.

North American ultra-high net worth Millennials have only the first half of September remaining to declare their own unique attitudes to wealth investment in cutting-edge research by Campden Wealth.

The Campden Research team has already surveyed dozens of eligible Millennials but more are urged to take part to make the eagerly awaited report as robust and authoritative as possible.