Comment & Analysis Archives - Page 214 of 513

Investors Prefer Personal Advisors Over Robo or Digital Solutions In Their Wealth Management Journey

December 9, 2022

The report finds that 72% of investors prefer to retain the human touch when it comes to advisory services, consisting of advisor-led relationships (35%) and hybrid “phygital (a combination of both digital and physical)” relationships (37%).

Comment & Analysis

What's happening in the HNW insurance market?

December 9, 2022

Keeping up-to-date with the latest trends, challenges and opportunities in the space is an ongoing challenge for the brokers that support high and ultra-high-net-worth clients – supported by the work done by their insurer and claims management partn

Comment & Analysis

Wealth Of Indonesia’s 50 Richest On 2022 Forbes List Rises To A Record $180 Billion

December 8, 2022

Buoyed by high global prices for Indonesia’s commodity exports, the country’s economy is expected to grow 5.3% in 2022, following a 3.7% uptick in 2021.

Comment & Analysis

Evelyn Partners Team exchanges sale contracts for the business of Rowanmoor Personal Pensions Limited

December 8, 2022

The deal is expected to complete in February 2023.

Comment & Analysis

Billionaires aim to tackle environmental and societal challenges

December 8, 2022

Survey of UBS billionaire clients reveals that they are applying capital and ingenuity to make a positive impact

Comment & Analysis

MPS Offerings Are Cheap – But Watch The Returns

December 8, 2022

It turns out managed portfolio returns are not quite living up to Morningstar’s category indices, at least not for allocation categories – which is most of the market.

Comment & Analysis

Entering the final stretch of 2022

December 7, 2022

Overall, policy news and economic data last week provided plenty for investors to chew on, though the 3-to-6 month investment outlook didn't really change.

Comment & Analysis

Schroder Investment Solutions expands distribution reach of Model Portfolio Service

December 7, 2022

The MPS is now available on a total of 14 platforms across the UK market.

Comment & Analysis

Gifting Money to The Kids This Christmas? Read This First

December 7, 2022

The great generational wealth transfer is under way, but there are many reasons it may already be going very, very wrong for benefactor and recipients alike

Comment & Analysis