11/25/2024
Survey reveals selectors tending to work with more asset managers
58% of selectors at Citywire Berlin are working with a greater number of fund houses than three years ago.
Research
11/20/2024
Nearly half of low-income families don’t take advantage of social funds for children
By not applying for such support, they’re missing an opportunity for their children to do things such as sports, take dancing lessons, celebrate their birthday or buy a bicycle.
11/19/2024
BNP Paribas Wealth Management Competitor Profile Report 2024 - Company Strategy, Financial Performance and Product Innovation
Customer targeting and service propositions are covered, as are product innovation and marketing activities.
11/06/2024
Pre-owned Luxury Watches Market Report 2024
The Global Pre-owned Luxury Watches Market was valued at USD 23.87 Billion in 2023 and is anticipated to project robust growth in the forecast period with a CAGR of 9.3% through 2029
10/22/2024
How the Wealthy Protect and Grow Their Money: Key Strategies
A significant portion of their wealth is usually held in stocks, bonds, and mutual funds, which offer both long-term growth potential and dividend income.
10/21/2024
Surveying the Future of AI in Wealth Management – Perspectives from the Wealth Management Community
AI is seen as a game-changer across wealth management, with respondents highlighting its current and future roles.
10/21/2024
World’s largest investment managers see assets hit $128 trillion in return to growth
The research also reveals the continued evolution of active vs. passive assets under management among the largest investment managers.
10/15/2024
Luxury Handbags Market to Grow by USD 24.73 Billion from 2024-2028, Driven by Design Innovation and Premiumization, AI-Powered Report by Technavio
Design and material innovation leading to product premiumization is driving market growth, with a trend towards personalization and customization of luxury handbags.
10/14/2024
Wealth Management Advisory Market Size and Industry Growth
This report aims to provide a detailed exploration of the Wealth Management Advisory market, offering insights into its growth trajectory, key drivers, challenges, and strategic opportunities.
10/11/2024
Nearly one in three UK business owners have fast-tracked exit strategies over past 12 months as possible CGT Budget raid looms
This is an uplift on the 23% who said 18 months ago** that they had brought forward business exits over the previous year.
10/10/2024
Equity Edge: Why wealth managers got serious about direct equities
How direct equities have gone from backwater to business critical for leading wealth managers.
10/09/2024
UK millionaire exodus expected by 2028
Analysis from economic think tank the Adam Smith Institute found the share of the population who are millionaires will fall by 20 per cent by 2028.
10/01/2024
New research with financial advisers and wealth managers reveals growing focus on property in search of diversification and ESG
In both cases, the research shows that the increased focus on investing in property funds is driven by a desire to de-risk portfolios through diversification, followed by an increased focus on ESG
09/27/2024
Wealth managers failing to meet clients' tech expectations
Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research.
09/26/2024
Wealth managers struggle to meet clients’ technology expectations – Avaloq research
Despite this, Avaloq found that wealth managers have little confidence in their technology systems
09/25/2024
Family guys focus on the Fed, tech and succession plans
Family offices are becoming increasingly professionalised and global.
09/19/2024
Centi-Millionaire Boom: America and China Dominate the Super Rich Club
This exclusive club has grown globally by 54% over the last decade, with America and China experiencing a centi-millionaire boom, significantly outperforming their European counterparts.
09/18/2024
Over 25% of HNW Baby Boomers lack savings for later-life care costs
More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.
09/11/2024
Survey: Hong Kong’s rich ready for AI to guide wealth decisions
Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.
09/10/2024
To become a billionaire, you need to benefit 1 billion people. How WealthTech helps with this
Money is a form of social energy; society effectively votes with its money for products or services that solve its problems or meet its needs.