Managers of Wealth

£300,000 gulf between HNW retirement dreams and reality

As many as 90% misjudged the level of income needed for later life

25% of UK advisers unaware of incoming Consumer Duty rules

Platform providers in demand to help deal with the changes

One in three wealth managers expect dramatic expansion over the next three years, Oxford Risk research shows

The forecasts of expansion build on the impact of the COVID-19 pandemic in terms of on the adoption of technology across the region with lockdowns and restrictions forcing companies to find new ways of working.

Gender Diversity and Dealmaking 2022: Research Results

Historic M&A activity from the second half of 2020 set the stage for the research

Global Art Market Disruption: Pushing the boundaries

In response to the worst public health crisis in more than a century, the industry adeptly embraced digitization.

Opaque macro signals call for trend strategies in multi asset

As detailed last week, economists and market observers continue to be surprised on the upside by recent macro data.

Discover what influences philanthropic giving by the ultra wealthy in a new report by Wealth-X.

The report begins with an exploration of global philanthropy, charting the significant role played by the ultra wealthy because of the scale of their giving.

Luzern PB research head: Two short-term risks equity markets face and what to do about it

As this combination could be risky for an overweight allocation to equities, Erne believes investors should hold cash and a higher proportion of alternatives.

Why do People Invest in OZ?

The results of our in-depth OZ survey are in, and the full report shows what media coverage has gotten wrong about OZ investors.

London retains its crown in the Schroders Global Cities Index 2022

London has held on to the top spot in Schroders Global Cities Index for the second year in a row.

Giving by corporates and high net worth individuals hits new highs

Donations provided by corporates to charitable organisations is now valued at $5 billion per annum across Australia last year, with BHP and Coles Group leading the pack.

2022 Global Travel Trends Report

“The Global Travel Trends Report shows that tourists are making up for lost time and being thoughtful about who they travel with"

Amid War and Disease, World Happiness Report Shows Bright Spot

This year marks the 10th anniversary of the World Happiness Report

Crypto Investment and the Wealthy

Wealth-X Report Reveals New Insights Into Wealthy Crypto Investors

Wealth Management Market Updates

We hope these reports will spark new ideas and new conversations

The Future Digital Agenda must enable Differentiation and Result in Scalable Growth

During the presentation some insights were shown from ongoing research on the future priorities for the front office

China Dominates Female Billionaire Wealth in Asia

The segment accounts for 11.4 percent of the 2,527 total billionaires worldwide and is led by Francoise Bettencourt Meyers (net worth: $75.2 billion), granddaughter of L'Oreal founder Eugène Schueller.

Artificial intelligence innovation among private banking industry companies has dropped off in the last year

Figures for patent grants related to AI followed a similar pattern to filings – shrinking from 97 in the three months ending January 2020 to 17 in the same period in 2021.

BNP Paribas Asset Management study shows positive impact of dialogue and voting on female board membership

These geographical differences should be viewed within the context of the economic, socio-cultural and regulatory environment.

Swiss Real Estate Market 2022

Credit Suisse publishes its ”Swiss Real Estate Market 2022” study