06/16/2025
Adding private market investments to your portfolio
As part of our advisory process, we assign investors to one of six risk profiles according to their individual risk capacity.
Research
06/16/2025
Should I stay or should I go? From Non-Dom to FIG in a new UK tax era – a practical guide
For now-former UK non-doms, and individuals planning to relocate to the UK, the introduction of the new rules has been seismic
06/12/2025
A new era of wealth transfer: Five key takeaways for securing your family legacy
Insights into giving and inheriting wealth across generations.
06/03/2025
Women’s Wealth Alliance seeks views on women in personal finance
This includes financial planning, mortgage and protection advice, financial coaching, academy members, paraplanning, compliance, T&C and support roles.
05/22/2025
Does Wealth Always Equal Happiness? New Research Suggest No
Far from the glossy portrayals of effortless affluence, a more nuanced picture of wealth is emerging.
04/04/2025
Winning over the unadvised amid $3.5tn wealth wave
Lower fees was cited by 61 per cent of respondents who are not currently advised, alongside trustworthiness at 58 per cent.
03/12/2025
Wealth disparity grows in Finland as rich get richer
The wealthiest 10 percent of households in Finland now account for more than half of the total net wealth, according to Statistics Finland.
03/07/2025
Calastone research reveals tokenisation could save US$135 billion for asset management industry
The research also identifies that fund processing costs are projected to rise by 32% over the next three years, putting firms under increasing pressure to modernise.
02/26/2025
Client communication outpace wealth managers digital shift
Investors are shifting towards digital channels, but many wealth managers remain reliant on traditional methods, Avaloq reveals.
02/25/2025
Decision paralysis: two in five say investing is one of life’s toughest decisions
Barclays surveyed 2,000 UK investors to find out what persuaded them to invest for the first time, as well as any challenges they felt they had to overcome.
02/25/2025
Rich people are powering America's economy
The top 10% of earners are now responsible for almost half of all spending, a record
02/18/2025
Concrete gold is enjoying great popularity again
This limits the potential for further increases in the current year, according to the study on the real estate market presented on Tuesday .
02/17/2025
New Manulife and Deloitte Report: Over Two-Thirds of High-Net-Worth Individuals in Greater China Consider Insurance Essential for Legacy and Succession Planning
Manulife Hong Kong collaborates with Deloitte to offer insights into legacy planning solutions for high-net-worth individuals
02/13/2025
LGT presents key findings from the "Wealth for Impact" study
Over the next 50 years, an unprecedented transfer of wealth will take place, reshaping financial landscapes and intergenerational wealth management.
02/12/2025
Methodology: America’s Top Women Wealth Advisors 2025
A focus on both qualitative and quantitative factors is imperative.
01/21/2025
Top 10 trends in private wealth for 2025
With the economic and social factors that led voters to turn against incumbents in 2024 set to persist for years to come
01/20/2025
Wealth of world’s billionaires grew by $2tn in 2024, report finds
Rate of wealth growth last year was three times faster than 2023, Oxfam inequality research reveals
01/13/2025
Hong Kong should lure wealthy visitors for high-end health services: experts
Infectious diseases expert Professor Yuen Kwok-yung among group calling for ‘rapid’ action to cut budget deficit
01/06/2025
This year’s most glamorous luxury destinations
These are the new hotels, islands and trains you’ll want to book for 2025
12/31/2024
UAE Wealth Management - Market Sizing and Growth Opportunities to 2028 - ResearchAndMarkets.com
The UAE wealth management market has experienced robust growth, driven by rising asset values and an increase in affluent individuals seeking professional investment advice.