Managers of Wealth

Chief Executive Outlook: Positive for 2022 in spite of concerns

1,700 chief executive respondents from 101 countries believe Supply Chain issues and Inflation will remain major concerns though Revenue and Hiring are up

Wealth Management firms over Reliant on Manual KYC and AML checks - RESEARCH

This news comes amidst growing concerns around the increasing cost of AML compliance for UK financial institutions, which is set to hit £30 billion by 2023.

2022 economic outlook defined by digital resilience and a return to the 'Experience Economy'

Global economic outlook report was launched at Expo 2020 Dubai, where 192 countries are currently participating in the world expo

Counterpoint 2022 Investment Outlook

The Big Reset

The Expansion Will Endure: Seeking Sustained Returns - Citi Global Wealth

As the year of the “great rebound” draws to a close, Citi looks at how sustained economic growth in the coming year could impact portfolios

Business Owners more confident nn ability to retire - RESEARCH

Increased confidence comes despite market volatility and inflation concerns

Schroders Global Investor Study 2021

Over a third of people will allocate more towards high-risk investments, even if most will allocate more to savings or low-risk investments

World Inequality Report 2022

The report includes a foreword by 2019 economic Nobel prize laureates Abhijit Banerjee & Esther Duflo.

Race for quality office assets in major cities spurred by ESG and limited supply – 2022 Global Investor Outlook reveals

Investing with intent becoming as clear a priority as financial performance

TCS BaNCS recognized as a large player in the Now Tech Report for Digital Wealth Management Platforms

Tata Consultancy Services’ Solution Improves Productivity of Financial Advisors and Customer Experience across the Entire Investor Lifecycle

Swiss office property market: Pandemic leaves its initial marks

Although many tenants are facing considerable uncertainty over their future need for office space, the market has also seen a number of rental contract extensions and new signings – particularly for reasons of location optimization or workforce conc

60% of asset and wealth managers view reconciliations as the greatest challenge to their business

More than 25% of firms said that their budget for delivering operational improvements greatly increased as a result of the pandemic, making it even more likely that firms will begin to action automation.

A time for hope: Consumers’ outlook brightens despite headwinds

December 2021 Global Consumer Insights Pulse Survey

Global open banking market set to hit $43.15bn by 2026

The report comes as financial regulators, experts and officials gather at the 2nd Open Banking Forum to be held in Dubai from December 6 to 7.

Report - Staggering Level of Generational Wealth Transfer Leading up to 2030

Over the next decade, almost a quarter of this population will transfer more than $18 trillion in wealth, a sum greater than China’s annual GDP in 2020.

OECD Economic Outlook sees recovery continuing but warns of growing imbalances and risks

The Outlook projects a rebound in global economic growth to 5.6% this year and 4.5% in 2022, before settling back to 3.2% in 2023, close to the rates seen prior to the pandemic.

Alternative Investment Predictions for 2022

Of those surveyed, 80% were located in the US and Europe, with family offices representing the largest category (32%), followed by fund of funds at 21% and investment consultants at 19%.

Changing Fund Administrators Can Be Painless

There are several areas of concern where technology can be especially helpful. For instance, conversion of historical data into new formats.

How to give equal opportunities to employees in family business?

This could be detrimental to the reputation of family business, being perceived as socially irresponsible, and potentially limiting their ability to attract qualified nonfamily employees, which could ultimately affect the company’s long-term perform

Among Switzerland's Richest, Bankers Gain

The Safra family which controls private bank J. Safra Sarasin is Switzerland's wealthiest banking dynasty.

Research