08/14/2024
The best recruitment consultants, head hunters & executive search companies in 2024
Welcome to the Spear’s ranking of the best recruitment consultants for senior executives, wealth managers and family offices
Research
08/08/2024
Closing the gender gap in wealth advice teams
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
Wealth managers must review their ‘red rotations’
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
UK Wealth Management and HNW Investors Report 2024: Robo-advice Accounts for 18.3% of the UK HNW Portfolio and has Strong Current Demand
The report is based on the analyst's annual Global Wealth Managers Survey.
07/23/2024
Concerns rising over retirement of financial advisers, research shows
This concern is supported by additional research conducted by Investec, which surveyed 100 financial advisers and planners.
07/18/2024
Vanguard launches advisory research centre for investors
The team will leverage the experience and data gained from Vanguard’s position as a trusted partner for investors and intermediaries across Europe.
07/16/2024
Wealth Management Platform Market Size to Reach US$ 15.8 Billion by 2032 Due to Rising Demand for Comprehensive Financial Solutions | Research by SNS Insider
The growing need for easily accessible and efficient wealth management solutions, in combination with investor confidence in digital platforms, is driving significant growth in the wealth management platform market, Says SNS Insider.
07/11/2024
Women need equitable financial opportunities, not equal opportunities
This distinction was highlighted in last year’s International Women’s Day, where the theme was ‘embrace equity’.
07/10/2024
New White Paper covers shareholder voting on remuneration
Data shows that remuneration is one area where not taking such KPIs into account can be detrimental to the company and its stakeholders.
07/08/2024
Housebuilders remain hostages to interest rate fortunes, despite initial share price boost from Labour
There is a clear plan to stimulate the supply-side of the equation with a return to mandatory housing targets and easing of planning restrictions.
07/04/2024
Money not everything in how Luxembourg measures wealth
A new survey asked people how much money you need in order to be considered wealthy
07/02/2024
Global Private Banking Market is Anticipated to Witness CAGR of 10.4% over the Forecast Period (2024 – 2034): A Report by The Niche Research
Increasing Number of High-Net-Worth Individuals Seeking Personalized Financial Services and Wealth Management Solutions to Drive Growth in the Private Banking Market
06/25/2024
M&G Wealth research finds over a quarter of advisers don’t segment their client base: launch of best practice guide
It also shines a spotlight on differences in interpretation of what client segmentation is, and what it isn’t, which might explain why an increasing number state they are not segmenting clients.
06/24/2024
Inside Schroders, Abrdn and LGIM’s CEO search: ‘It’s a Kodak moment for active managers’
Changes are coming to the boardrooms of some of the UK’s largest fund management groups, as firms begin the hunt for new CEOs
06/21/2024
Advantary Capital Services and Apex Group Announce Strategic Partnership to Expand Portfolio Company and Client Services
This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.
06/20/2024
Convincing wealthy clients to invest for impact
A major concern for private clients is potential risk and return of ‘impact’ investments.
06/20/2024
Ten years of contactless payment: a bird’s eye view
With the number of contactless payments soaring to 100 million in the two years, the Dutch were exceptionally quick to embrace this technology.
06/19/2024
Gen X stands to gain the most wealth from the $84 trillion wealth transfer
The average age of children expected to receive the most substantial inheritances
06/05/2024
Global high-net-worth population and wealth back to record levels despite global instability
This upward trend offsets last year’s decline and puts HNWI trends back on a growth trajectory.
06/04/2024
Global Wealth Capitals – New York Leads The Way: A Snapshot of the World’s Top 10 Most Affluent Cities in 2024
These leading wealth hubs, each with a distinctive mix of history, geography, and economic activity, wield considerable influence worldwide.