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
The research based on a survey of 4,000 people in the UK
09/21/2021
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
‘Success and Succession’ study highlights sometimes drastic pandemic-driven changes by HNW and UHNW business owners
09/17/2021
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.
09/16/2021
Credit Suisse publishes "Monitor Switzerland" for Q3 2021
09/15/2021
New Research Documents the Evolving Nature of the "Next Chapter"
09/13/2021
Its new ranking sees it placed behind Scotland, the East of England, the South East and the East Midlands.
09/11/2021
At a pivotal moment for the future of work, companies can help their businesses and employees thrive
09/11/2021
More than half of dealers reporting an increase in the first half of 2021
09/10/2021
New Morningstar research indicates approximately $315 billion of assets follow model portfolios as of June 30, 2021
09/09/2021
Global Equity Return Forecast to Reach 4.6%
09/08/2021
De Beers sold $515 million of diamonds at latest sale
09/07/2021
Most firms report effective business continuity plans related to COVID-19
09/06/2021
Launching aggressive M&A plans to capture market opportunities
09/03/2021
The survey, which builds on research conducted at the start of the pandemic, shows strong and broad demand, with Generation X investors now as keen as Millennials to use digital channels to manage and grow their investments.
08/31/2021
They continue that advised customers are potentially missing out on higher investment returns because of the limitations of some platforms.
08/25/2021
79% of surveyed investors expect their advisor to offer banking and insurance products and 59% have inquired about ESG investments, with younger generations the most interested in these areas
08/25/2021
A new age of digital assets