09/24/2020
Results showed nearly half of respondents from major family offices expect under 5% total returns on their assets in the next year.
09/24/2020
One in three wealth clients are considering switching, with the richest investors the most fickle.
09/24/2020
Millennials[1] are more likely to compromise their personal beliefs in order to benefit from potentially higher returns, Schroders Global Investor Study 2020* has found.
09/23/2020
Companies are restructuring, but are they resilient?
Structural change is underway, but more may be needed
09/22/2020
Survey on Wealth Management in the New World
Are we emerging, albeit extremely tentatively, from global lockdown, or are many of the leading economies on the cusp of new lockdowns?
09/22/2020
SS&C GlobeOp Forward Redemption Indicator: September notifications 3.43%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
09/22/2020
The Client View application centralizes all client-focused workflows in one place
09/21/2020
Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study
According to the study, the top three tools that advisors are looking for from asset managers are investment commentary and ideas, portfolio construction support and resources, and marketing and business-building support and resources.
09/15/2020
The «IMD’s 2020 World Competitiveness Ranking» highlights Singapore’s economy as the most competitive of the 63 countries surveyed by the report.
09/10/2020
The data, which was obtained via a survey of 200 senior business decision-makers in large and medium sized UK companies conducted by independent polling company Censuswide
09/10/2020
Labuan IBFC has also seen a growth in the number of insurance and risk management licensees
09/09/2020
The survey reveals that ensuring their health and safety while traveling is most important to business travelers, with 65 percent placing it in their top three considerations.
09/08/2020
Analysis showed 70% of wealth was often lost in two generations, while 90% was lost in three generations, Campden Research reported.
09/08/2020
Rates and Inflation to Remain Low; Stock Returns in the 3.8-8.2% Range; High Yield and EM Debt Outliers amid Low Bond Returns
09/01/2020
The survey also reports that many banks face challenges in meeting heightened regulatory expectations pertaining to AML and enforcing AML processes.
08/17/2020
This negative sentiment will continue to support the demand for life insurance products
08/17/2020
Domestic UK applicants are dominated by high-net-worth buyers and tenants working in finance and law.
08/03/2020
Quilter research, conducted by YouGov*, asked respondents what three things they would do if they were to be given £500,000 tomorrow. Just 27% said they would speak to a financial adviser, which was consistent across all age groups.
08/02/2020
Despite the impressive 30% rally for gold and 70% rally in silver from the March lows, the precious metals are likely still in the early stages of a long-cycle bull market.
07/30/2020
Our latest insight on the luxury property market in London, including how it’s fared through the Coronavirus lockdown and an area-by-area breakdown.