10/01/2024
In both cases, the research shows that the increased focus on investing in property funds is driven by a desire to de-risk portfolios through diversification, followed by an increased focus on ESG
09/27/2024
Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research.
09/26/2024
Despite this, Avaloq found that wealth managers have little confidence in their technology systems
09/25/2024
Family offices are becoming increasingly professionalised and global.
09/19/2024
This exclusive club has grown globally by 54% over the last decade, with America and China experiencing a centi-millionaire boom, significantly outperforming their European counterparts.
09/18/2024
More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.
09/11/2024
Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.
09/10/2024
Money is a form of social energy; society effectively votes with its money for products or services that solve its problems or meet its needs.
09/04/2024
The report is based on the analyst's annual Global Wealth Managers Survey.
08/30/2024
Some 56% of wealthy donors said they could give more to charity than they do presently, with one in six saying they could double their donations.
08/29/2024
Charles Liang’s net worth has fallen by two-thirds from high
08/20/2024
This amount is twice what is needed each year to fund climate finance for developing nations, a key issue expected to dominate COP29 negotiations.
08/14/2024
Welcome to the Spear’s ranking of the best recruitment consultants for senior executives, wealth managers and family offices
08/08/2024
Future IM/Pact is an industry initiative seeking to attract more diverse talent into the investment teams of fund managers and superannuation funds.
07/30/2024
Normally unflappable wealthy entrepreneurs began to lose sleep, fearing global uncertainty and consequent market volatility, should US commitments to defend Ukraine and Taiwan be undermined.
07/23/2024
The report is based on the analyst's annual Global Wealth Managers Survey.
07/23/2024
This concern is supported by additional research conducted by Investec, which surveyed 100 financial advisers and planners.
07/18/2024
The team will leverage the experience and data gained from Vanguard’s position as a trusted partner for investors and intermediaries across Europe.
07/16/2024
The growing need for easily accessible and efficient wealth management solutions, in combination with investor confidence in digital platforms, is driving significant growth in the wealth management platform market, Says SNS Insider.
07/11/2024
This distinction was highlighted in last year’s International Women’s Day, where the theme was ‘embrace equity’.