Managers of Wealth

High-Income Millennials Are Moving Into The Luxury Housing Marke

Generation Y, also known as Millennials, is experiencing a massive wave of people turning 30 in the next few years.

Residential Real Estate 2021: Leading Markets for the Wealthy

We are honored to partner with Wealth-X to examine how markets have shifted over the events of the past year.

Model Portfolio Management: Striking the Balance Between Consistency and Customization

How can they reap the benefits of model portfolios that give them the necessary scale

Brand Value of World’s Largest Banks Contracts for Second Year

The industry has seen a dramatic downturn in the past two years when compared with previous year-on-year performance.

Family Business Survey 2021

For many family businesses, a sense of shared purpose can be more important than anything else.

Rich 'riding out pandemic in luxury' as frontline workers struggle, says Oxfam

Rising inequality means it could take at least 14 times longer for the number of people living in poverty to return to pre-pandemic levels than it took for the fortunes of the top 1,000, mostly White male, billionaires to bounce back.

SMEs increasing digital investment during pandemic

The survey of 900 SMEs – conducted during the second lockdown

Women add $5trln to global wealth and control 32% of wealth: Experts

Women entrepreneurs add $5trln to global wealth pool every year and currently control 32% of the global wealth: Boston Consulting Group

The Global Risks Report 2021

COVID-19 has changed the global risk landscape. Risks have been reprioritized, new risks have emerged, and others have been intensified.

Fintech savvy Brits crave more tech to manage their money

Some 60% of Brits want to see the growth of fintech, through the expansion of mobile payments, online investing platforms and online banking, compared to just 10% who are opposed.

Global Mobility Report 2021 Q1

The Impact of Covid-19 and the Future of Global Mobility

4 Things to Expect from JPMorgan Chase in 2021

After a wild and resilient year in 2020, let's take a look at what the future holds for America's largest bank in 2021.

What Does the Brexit Deal Mean for Financial Services?

London’s financial markets prospered in the last four decades as the U.K. capital became the pre-eminent EU hub for lending, trading and investing.

Why You Should be Planning to make some Data-Based New Year's Resolutions…..

But with various changes and timing shifts on the immediate horizon here in Guernsey, from a business perspective now is the perfect time to be planning your new year goals and objectives from a data protection and privacy perspective.

The rich, the comfortable middle and the rest: Australia’s wealth and income ladder revealed

That group owns 46 per cent of household wealth.

What changes are asset managers planning to make to wholesaler compensation?

Our recent survey shows 56% of asset managers are considering changes to their compensation structures and nearly every asset manager is rethinking how to measure sales success.

Fifty years of tax cuts for rich didn't trickle down, study says

There is little evidence that tax relief to the rich promoted jobs or growth

Next gen of wealthy women prompting change within family and banking relationships

The research is based upon a survey of over 400 global HNW family members with at least £5 million in assets

Expert Insight: The State of the Asia Pacific Real Estate Market

From East Asia to Australia, five top brokerages share how the pandemic is affecting luxury real estate in their regions and predict what the future may hold

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience

Research