10/14/2024
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
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
How direct equities have gone from backwater to business critical for leading wealth managers.
10/09/2024
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
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
Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research.
09/26/2024
Despite this, Avaloq found that wealth managers have little confidence in their technology systems
09/25/2024
Family offices are becoming increasingly professionalised and global.
09/19/2024
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
More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.
09/11/2024
Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.
09/10/2024
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.
09/04/2024
The report is based on the analyst's annual Global Wealth Managers Survey.
08/30/2024
Some 56% of wealthy donors said they could give more to charity than they do presently, with one in six saying they could double their donations.
08/29/2024
Charles Liang’s net worth has fallen by two-thirds from high
08/20/2024
This amount is twice what is needed each year to fund climate finance for developing nations, a key issue expected to dominate COP29 negotiations.
08/14/2024
Welcome to the Spear’s ranking of the best recruitment consultants for senior executives, wealth managers and family offices
08/08/2024
Future IM/Pact is an industry initiative seeking to attract more diverse talent into the investment teams of fund managers and superannuation funds.
07/30/2024
Normally unflappable wealthy entrepreneurs began to lose sleep, fearing global uncertainty and consequent market volatility, should US commitments to defend Ukraine and Taiwan be undermined.
07/23/2024
The report is based on the analyst's annual Global Wealth Managers Survey.