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Research

12/02/2016

A new world order: traditional economies are failing successful millennials

As few as 37% of those questioned in Germany, and 40% in the UK, thought they would be better off than their parents at age 65.

12/02/2016

Target Multi-Asset Managers A shift in focus could benefit Europe's asset managers given the rise in outsourcing

Cerulli notes that many advisors and their clients are making greater use of passive investment options to reduce costs within portfolios.

12/02/2016

UHNW Clients Own Nine Homes Overseas

This population owns nine homes overseas, on average.

12/01/2016

Low returns, high volatility top institutional investors' list of concerns - RESEARCH

With More Asset Allocation Changes Expected Globally, Institutional Investors May Find Value in Examining the Rigor of their Investment Decision-Making Process

11/30/2016

Asia Pacific bank salary increases to slow in 2017, but pay for digital roles to hold firm

Business in all its forms is becoming more data- and technology-driven, and banking is no exception—increasingly it’s a fusion of finance and technology.

11/30/2016

Chasm between rich and poor widens in Russia as living standards fall

According to the survey, called the Global Wealth Report, within 12 months, the average income of households decreased from $12,086 to $10,344.

11/29/2016

Number of women in asset management flatlines

‘Limited leadership opportunities’ for female entrants, finds study of 26,000 funds

11/29/2016

Operational Challenges Ahead for Wealth Management Firms

The survey examines how wealth managers and private banks cope with the multitude of new regulatory requirements and continuous market reforms.

11/28/2016

UBS reveals findings of report into changing aspirations of wealthy UAE millenials

The satisfaction of building long term personal and professional relationships has brought me great wealth and rewards.

11/28/2016

Rathbones: Investors still need to stay focused on quality

Asset allocation strategist Edward Smith and chief investment officer Julian Chillingworth warn that high levels of uncertainty will increase market risk over the medium term.

11/28/2016

Coutts’ latest Million Pound Donors Report reveals highest value and number of charitable donations

£1.83bn donated via 355 gifts, up 17% on last year and 19% in total value

11/28/2016

Invesco study - demand for factor products increasing globally

Risk diversification and increasing alpha are the main drivers for factor allocations

11/25/2016

How do you think technology will change the wealth management marketplace over the course of the next decade?

In early summer 2016 we set out to assess the UK wealth management industry’s view of how technological innovation will impact the industry over the next 5 to 10 years, with respondents comprising senior individuals from a range of organisations acr

11/25/2016

China has second-most multi-millionaires

The report notes that even though China accounts for nine percent of the global wealth, it also has one-fifth of the global adult population.

11/25/2016

Mobile Wallet Market: The Cashless Future is Stepping Ahead!

The primary drivers in the global mobile wallet market include the rising penetration of tablets and smartphones and the rising use of mobile internet.

11/25/2016

Wealth level remains high in Taiwan: Credit Suisse report

A breakdown of Taiwan’s wealth portfolio reveals that financial assets comprise 64 percent of the net total.

11/25/2016

How Will Next Year’s French Elections Affect the Art Market?

Art experts weigh in on the implications of possibly removing the French 'wealth tax'.

11/24/2016

The wealthiest Australian cities for home equity

It doesn’t incur capital gains tax or land tax.

11/24/2016

Top 0.7 Percent of World’s Population Controls $116.6 Trillion of Wealth

The most recent review shows that nearly half the world’s wealth is owned by a mere 0.7 percent of the world’s population

11/23/2016

1,700 People in America Are Becoming Millionaires Every Day

The vast majority of America’s working class would surely welcome an invitation into the country’s growing legion of seven figure holders

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