Managers of Wealth

Marketing, Advertising Top 2021 Concern for Firms’ Compliance Officers

Most firms report effective business continuity plans related to COVID-19

Global CEO confidence returns to pre-pandemic levels

Launching aggressive M&A plans to capture market opportunities

Are you Ready for a Post - Pandemic Surge in Investor Confidence?

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.

Platform frustration for advisers and DFMS with UHNW clients

They continue that advised customers are potentially missing out on higher investment returns because of the limitations of some platforms.

Investors Want More Diversified Financial Products and Customized Advice from Their Wealth Managers, Accenture Report Finds

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

Deloitte’s 2021 Global Blockchain Survey

A new age of digital assets

Aussie wealth management amounts to $3.06t

The sector accounted for over a quarter of the entire financial services market in Australia

Asian Fixed Income Monthly - Nikko AM

Credit spreads widened across all Asian countries in July

DWF Financial Crime Report

With increasing regulatory convergence and significant advances in UK sanctions legislation over the past 12 months

Wealth-X Reveals New Intelligence on Global Private Jet Owners

Spotlight on Private Jet Owners Leverages Wealth-X’s Proprietary Database to Profile those Individuals who own private aircraft

The Universal Wealth Management Platform

How one operating model serves multiple wealth segments.

Fintech Sees Record-Breaking Levels of Investments

The level is a record start to the year, particularly in comparison to the pandemic-hit 2020, when investments for the entire year totaled $121.5 billion.

Wealth-X Reveals New Intelligence on Global Private Jet Owners

The global private jet market is dominated by North America, chiefly the US, with Europe as the second largest market.

Who are the new generation of high-net-worths, and what do they want? New research might hold the answer

The rise means that UHNWs – those with investable assets of at least $100 million – now hold a total wealth of $22 trillion, a 9 per cent year-on-year growth rate since 2015.

BNY Mellon Wealth Management National Philanthropic Study

During a Year of Unprecedented Crisis and Change, Charitable Trust Amounts Increased in Funding by Nearly a Quarter

UBS Investor Sentiment survey: Investors eye stocks and real assets in anticipation of rising inflation

Investors globally and in the UAE believe inflation will accelerate over the next 12 months and plan to adjust portfolios accordingly

Schroders UK Financial Adviser Pulse Survey 2021

As client confidence shows signs of strengthening, the majority (62%) of equity investors are setting their sights on value stocks which have typically outperformed during turning points in the growth cycle.

The top 10 brands in UK fund management

When it comes to which asset managers are viewed most favourably by advisers, it turns out size is not everything.

Objectway Releases Joint Research with Compeer "Setting the Digital Agenda for the Next Normal" in Wealth Management

Predictably, all wealth managers see ESG as a commercial opportunity.

Emerging Asia’s investment hotspots

The region is fast becoming more digital, more urban, more innovative, and more focused on sustainability – structural shifts which investors can best harness through a thematic lens.