Managers of Wealth

Wealth Management: After The Storm

We see HNW wealth declining by 4 percent or $3.1 trillion in 2020, a major departure from the previous decade’s consistent annual growth trajectory.

Coronavirus shock prompts financial fortification by UK workers - New Research from Close Brothers

This most recent report delivers tangible insight into the UK’s overall financial wellbeing landscape, assessing how prepared workers were when the pandemic hit, the challenges they faced, and the steps they are taking to increase financial resilien

Characteristics Of Sustainable Business Leaders - RESEARCH

The report sets out to discover what can be learned from business leaders who are integrating sustainability across strategy, operations and stakeholder engagement and what this means for how board and C-suite leaders are selected.

Revealed: the most expensive cities in the world in 2020

“The position of UK cities remained relatively stable year-on-year as the pound held its own against the US dollar,” said Kate Fitzpatrick, Mercer’s Global Mobility Practice Leader for the UK & Ireland.

SS&C GlobeOp Hedge Fund Performance Index: May performance 3.17%

The SS&C GlobeOp Hedge Fund Performance Index offers a unique reflection of the return on capital invested in funds.

Younger generations look to shelter wealth abroad as the economic impacts of COVID-19 hit

For example, 16.1% of millennials have an offshore account, compared to only 3.6% of baby boomers.

Insight Investment introduces new ESG risk rating for fixed income investors

It aggregates and assesses external data against a set of 29 ESG risks, creating a bank of information for Insight's team of 47 credit analysts to review while forming their qualitative evaluations.

The state of North American retail wealth management

Nothing will pay more dividends in the long run than serving as trusted advisors and guiding clients through the months ahead. Financial advice has never been more important.

Global asset managers achieve record EUR3 trillion of real estate AUM

Despite the gap in average AUM separating the top 10 managers from the rest, the overall growth rate for medium and smaller managers outstripped that for larger managers at 18.6 per cent and 11.5 per cent, respectively.

LGT study - Swiss investors learn from crises, but remain true to their investment mix

Swiss investors learn from crises, but remain true to their investment mix From the financial crisis of 2008 to the corona crisis in spring 2020: high-net-

The Future of Marketing and Regulatory Communications

A survey of leading asset managers.

How money laundering has changed in the digital age

Most high profile cryptocurrency markets are regulated by anti-money laundering regulations, but some are unregulated and so are more susceptible to being exploited by money launderers.

UK asset managers shun traditional asset classes and line-up alternatives, multi-asset and ESG fund launches for 2020

Multi asset demand remains high but institutional demand for alternatives is increasing

International Investor Magazine Announces its Spring 2020 Award Winners

The following lists our readers' choices of the organisations and people that are bringing better ways of doing business to the investment and finance community.

How has the Coronavirus impacted the world’s wealth?

The UK’s billionaires have seen mixed fortunes over the last year with many seeing their wealth reduce as a result of the economic impact of the coronavirus.

APAC Monthly Private Wealth Legal Developments – May 2020

Hong Kong’s limited partnership legislation, gazetted in March 2020, is expected to come into operation on 31 August 2020

Foundations of gold by Rathbones

Prices were volatile following a surge in the dollar and speculation that investors were selling their safest investments

SS&C GlobeOp Hedge Fund Performance Index at 4.21% per cent in April

Hedge fund flows as measured by the SS&C GlobeOp Capital Movement Index advanced 0.10% in May.

Gartner Survey Shows CFOs Double Down On People Cuts Due To Ongoing Covid-19 Disruption

CFOs Plan to Spend More on Cloud, Robotics, and Advanced Analytics

The COVID-19 Investor Pulse Check Series

What is the impact of the crisis on investors’ expectations for the US economy, stock market, and business leaders?