Managers of Wealth

Why would investors switchtheir financial advisor?

A look at investors’ relationship with their relationship manager

Younger investors 3x more likely to invest in ESG funds

The research showed an overall correlation with age, with ESG/green interest getting progressively worse the older the age group, with one exception: the 45-54 year-olds.

Fitch Revises Leonteq's Outlook to Positive

Fitch additionally states that the IDRs also reflect Leonteq's fairly concentrated franchise and the group's moderate, albeit increasing, size (primarily in terms of turnover and revenue).

Banks Race Toward Technology Solutions to Path Future Growth

As private bank and trust executives strive to retain advisors (61%), improve client experiences (52%), and mitigate reputational risk (48%), investing in technology has increased

58% of Gen Y and Gen Z Investors Expect to Inherit Assets in the Future

The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.

White Paper Highlights Growing Need for Streamlined Processes

Global study reveals sell-side firms have potential for transformational levels of efficiency as firms average of 9.1 post-trade processing solutions due to legacy fragmented infrastructure

Investor Confidence Jumps 8.4 Points

The Investor Confidence Index was developed at State Street Associates, State Street Global Markets’s research and advisory services business, in partnership with FDO Partners.

Investor confidence slips as concerns over the economy grow

A similar trend can be seen in investor’s expectations for their personal financial situation.

Top 10 Wealthiest African Countries According GDP in 2021

Despite the social and political issues the continent faces, there’s no doubt that it’s on track to see an abundance of opportunities to grow in the coming years.

Out now! AltFi’s Digital Wealth State of the Market Report 2021

Our 31-page deep dive on digital wealth is the most comprehensive overview of the industry yet.

UK financial intermediaries prefer personable and energetic asset managers

Research shows they are also more likely to buy a fund from a manager they perceive as a partner

‘Confidence gap’ holding back affluent consumers from meeting their goals

New survey reveals that 82 per cent of the affluent have set new life goals post-pandemic, but many are not taking the actions needed to reach them

Wealth Manager survey: China - a risk worth taking?

Our quarterly survey asked wealth managers for their view on China following the regulatory crackdown and Evergrande crisis. The response was mixed.

SS&C GlobeOp Forward Redemption Indicator

Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.

Over Half of HNW Americans Prefer the Ability to Preserve and Protect Their Wealth Over Concierge Services and Lifestyle Gifts

Many clients – 11% – are unlikely to switch providers until they feel dissatisfaction with their current ones

Research