Managers of Wealth

Survey Finds 60% Of Employees Experience Frustration With New Software

Forty-two percent of survey respondents said they have complained to peers after a negative software experience

Survey Highlights Operational Resilience and Lasting Value in an Uncertain World

More than 62% of respondents agree AI and ML use cases have grown.

Big Tech Expected to Disrupt Wealth Management – Survey

Finds 92% of Wealth Managers Foresee Upheaval, With 50% Expecting a “Significant” Effect New study reveals five ways COVID forever changed how financial advisors work with clients

ESG Investor Concerns

The data also showed more than 90% of these ESG flows were into active equity funds.

Cloud Adoption in Banking Accelerates as Banks Ramp up Digital Services - Economist Intelligence Unit

72% say moving to the cloud will help their organization achieve its business priorities

Aargau has a high quality of location despite the loss of rank

There is room for improvement in corporate taxes and the availability of highly qualified workers.

BNY Mellon and Euroclear Reveal True Extent of Fragmentation in the Collateral Marketplace

This analysis – which was conducted by PwC in 2019 – was undertaken to broadly understand the potential for enhanced collateral usage.

Jersey Finance launches landmark study on the global attitudes to Islamic Wealth Management

The new report launched at the flagship event in Dubai, marks the 10th anniversary of the opening of Jersey Finance's representative office in the GCC

Russell Investments 2021 ESG Manager Survey

90% managers discuss ESG with holdings

Luxury market rebounds in 2021, set to return to historic growth trajectory

The overall luxury market—encompassing both wider luxury goods and experiences

The young are driving rising ESG interest in family offices: Julius Baer

Trend shows significant interest increase in sustainable investments.

Investment research house Vadevalor publishes bi-annual Fund Manager Ratings Review

The newly published research highlights a significant decorrelation amongst many of the leading firms operating in the UK and Spain

Global sustainable fund assets almost double to near $4trn

Morningstar flows report shows SFDR boost, while Moody's predicts sustainable bond issuance will top $1trn.

Global Sustainable Fund Flows Report

This report explores activity in the global sustainable funds universe within the past quarter, detailing regional flows, assets, and launches.

Global Corruption: Switzerland Exits Top Ten

The Swiss company, which specializes in third party risk management services measures public and private corruption based on perception and experience and attributes a risk score to each country based on numerous variables.

Disruptive Philanthropists

A report revealing research and insights into how a new wave of modern philanthropists are shaping tomorrow.

Diversity in the boardroom drives climate action: study

Company action on climate change is rapidly evolving

COVID-19 expectations, fraud and customer experience boardroom priority for UK wealth managers

Over a third (38%) of wealth managers cite meeting customer expectations due to COVID-19 and defending against cybersecurity and fraud (37%) keys to success

UBP: Daily Macroeconomic Digest

Monthly rebound has reflected the energy shock, with energy prices up by 7.7% m/m; prices for intermediate goods were also up by 1% m/m after 1.3% m/m the prior month.

Why would investors switchtheir financial advisor?

A look at investors’ relationship with their relationship manager

Research