Managers of Wealth

World Wealth Report 2021

The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools

Most European CFOs are optimistic about post-pandemic era (new survey 2021)

Compared to Autumn 2020 almost 50% of the European CFOs surveyed answered that they feel more optimistic about the financial prospects of their company while almost 22% of them admitted being less optimistic.

Digital wealth management in Asia - will firms seize the moment

Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Nikhil Dama, Director, Southeast Asia, and SiDing Wang, Senior Analyst, Aon

Regulatory governance in private markets

Private markets have long been considered one of the most complex regulatory areas in financial services, preventing many wealth managers from entering this market altogether.

SS&C GlobeOp Forward Redemption Indicator: June notifications 2.68%

Fifteen months after the COVID-19 outbreak first impacted markets, the favorable trend in hedge fund asset retention remains firmly intact.

Swiss Banks on Track for Record Profits

Julius Baer, one of Morgan Stanley’s favorite financial stocks is trading close to an all-time high.

Entrepreneurs confident in the UK’s outlook post-Covid-19 and Brexit – Lombard Odier

Despite the challenges of Covid-19 and Brexit, 83% of entrepreneurs think the country is currently well positioned as a centre for business and entrepreneurial activity, with 76% confident it will remain so over the next five years.

FCA data confirms rising crypto popularity

We chose to use the term ‘cryptocurrency’ throughout the questionnaire.

Wealth secret of the super rich revealed: be born into a rich family

The 10 richest dynasties, such as those behind Walmart and Mars, grew their net worth by $136bn during the pandemic, report finds

The Wealth Mosaic releases its first APAC Wealth Technology Landscape Report

Mapping over 530 technology vendors to the business needs of the APAC wealth management sector

World’s Wealth Hits Half A Quadrillion Dollars

Total Global Financial Wealth Reached New Heights in 2020, Rising 8.3% as Strong Stock Market Performance and a Spike in Savings Fueled a Wealth Boom, Says New Report by Boston Consulting Group

SS&C Intralinks Sees Steady Increase in Global Mergers & Acquisitions Activity in Q3 2021

Continuing the positive trend, the amount of announced global M&A volume is expected to grow by greater than 10% in Q3 compared to the same period last year

1 in 5 Canadian wealth clients will switch firms within three years

EY wealth research suggests firms need product breadth and qualified advice to retain and attract clients

Building bridges, breaking barriers

Why do only 20% of couples participate in financial decisions equally?

£1 in every £8 on the Quilter platform going to family-linked accounts

There is no minimum investment and each family member’s charge is based on the total value of all products held on the platform by the family members who are linked.

Research report: Managing the client lifecycle

Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes.

Optimism strengthens among high-net-worth investors

For over half of investors, diversifying their portfolio is a the top of their priorities. Investment properties, along with savings accounts and shares, remain the dominant asset classes.

Schroder BSC Social Impact Trust demonstrates tangible local impact of investments with pioneering interactive map

This fully interactive map also includes regional breakdowns in order to show where in the UK the impact is taking place, as well as greater transparency on which organisation the Trust is invested in.

A More Flexible Future

Redefining Th eRole Of The Office

81% of financial services employees do not want to return to the office full-time

A move to a hybrid working model seems to be the preferred choice among all areas of the organisation.