Managers of Wealth

London remains one of the top global prime real estate markets

Monaco is forecast to see an average real estate value of £1.m in 2021, with Hong Kong (£1.3m) and London (£1m) also sitting considerably higher than the average.

SURVEY: Automation, digitisation and AI are ripe areas for investment

The poll explored institutional investors’ sentiment and allocations regarding the most pressing economic trends that are expected to shape the global economy over the next three decades.

Asset Management Industry Emerged Strong from the COVID-19 Pandemic

Strong Net Flows—Especially from Retail Investors—and Market Growth Led to $103 Trillion in Assets Under Management by the End of 2020, Although Profits Remained Flat, Says New Report by Boston Consulting Group

19% of investors read AoV reports as 75% say their fund manager delivers good value

More work needs to go into Assessment of Value frameworks and reports but if we listen to the end customer

Fraud alert: Impersonation scams continue to soar in 2021

Quilter is warning people to stay alert to the risk of impersonation fraud, and has published a new video on its ‘Stay Safe’ webpage to provide customers, advisers and the wider public with tips on avoiding such scams.

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