10/08/2021
Global financial assets reach magic €200trn for the first time
Savings were the main driver: As lockdowns drastically reduced consumption opportunities, the global phenomenon of "forced savings" was born.
Research
10/07/2021
Growth concerns for the Swiss financial center
Against this background, the Swiss banks will not be able to avoid establishing radically new models for digital interaction with customers and at the same time further developing their product range.
10/06/2021
The richest Americans became 40% richer during the pandemic
The Forbes 400 – who have each accumulated at least $2.9bn – added $4.5tn to their wealth
10/04/2021
Pandora Papers: An offshore data tsunami
What do all these stories have in common?
10/01/2021
Appealing to the Millennial Investor
Insights to Help Advisors Forge Connections that Matter.
10/01/2021
How to Win Over ESG-Reluctant Advisors
Stories abound about the record flows, soaring investor interest and surge of new products in the ESG space.
09/30/2021
Survey Finds Nearly Two-Thirds of New Provider Searches by Institutional Investors For Discretionary Services
The survey also found that the nonprofit sector was the most likely to be looking for discretionary models, while the vast majority of search consultant requests (87%) came from university or college endowments.
09/30/2021
People, Not Products, are the Future of Banking - Report
Four in five (81%) banks seek to differentiate on customer experience rather than products
09/28/2021
The Diversity Premium: More Women, Higher Returns
The report analyzes the gender breakdown of 33,000 senior executives from over 3,000 companies across 46 countries.
09/28/2021
Which Bond Funds Are Most Exposed to Evergrande?
While the markets flash red, emerging-markets bond fund managers take a long-term view.
09/24/2021
Research reveals legacy planning takes on modern concept for the wealthy - Standard Chartered Private Bank
The findings reveal that legacy has taken on a modern concept for the wealthy.
09/24/2021
Wealth-X Expands Global Database with Over 735,000 New Profiles on Wealthy Individuals
Wealth Intelligence Leader Adds New Data on Public and Private Company Shareholders, and Key Insights from Sister Companies BoardEx and WealthEngine
09/24/2021
2021 Global Tax Survey: Beyond BEPS available
More than 130 tax and finance managers and executives from multinational companies across 28 countries responded to the 2021 survey.
09/22/2021
Future Returns: Wealthy See a Role in Investing to Tackle Climate Change
Overall, the research showed more investors moving substantial portions of their assets into sustainable investment strategies, and an inclination, even among so-called traditional investors
09/22/2021
Digital assets and estate planning
The report encompasses a wide range of digital assets including crypto-currencies, digital media stored online on services such as iCloud or Dropbox, and also social media accounts.
09/22/2021
UK's recovery plans must address gender inequality as four out of five women unaware of green job opportunities, PwC research find
The research based on a survey of 4,000 people in the UK
09/21/2021
Are you up to date with the latest standards?
EY Luxembourg will publish its 2021 edition of the Investment Funds in Luxembourg – a technical guide on 30 September.
09/21/2021
Swiss asset management firmly in the hands of the big banks
The net new money inflow of 101 billion francs across all asset classes and segments alone caused assets to rise by 4 percent in 2020.
09/18/2021
Pandemic Prompted Two-Thirds of HNW Business Owners to Change Succession Plans
‘Success and Succession’ study highlights sometimes drastic pandemic-driven changes by HNW and UHNW business owners
09/17/2021
Global banking sector market cap grows 40% from Q2 2020
As a critical player in the economy, the banking sector was significantly impacted by the coronavirus pandemic, recording losses under critical metrics like a market cap.