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Research

09/10/2024

To become a billionaire, you need to benefit 1 billion people. How WealthTech helps with this

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

Netherlands Wealth Management and HNW Investors Market Report 2024

The report is based on the analyst's annual Global Wealth Managers Survey.

08/30/2024

One in six wealthy Brits could afford to double their charitable giving, say researchers

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

Super Micro Accounting Delay Caps CEO’s $6 Billion Wealth Drop

Charles Liang’s net worth has fallen by two-thirds from high

08/20/2024

Taxing 0.5% Richest Can Lead to $2.1 Trillion Wealth Annually, Study Finds

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

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

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.

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The rise of experiential luxury: the search for exclusivity

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Building Resilience in Private Wealth Structures: a Long-term Perspective

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Why the super-rich are investing in rare whiskies

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Are markets looking beyond the Middle East conflict?

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Zurich-based asset manager reports record figures and is on a growth trajectory

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APAC Investors Most Likely To Switch From Parents’ Advisors

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