Managers of Wealth

12 financial planning tips for 2025

There is an opportunity to stake stock and address some of those financial ideas and concerns that might have niggling at you through the year.

Follow the money

With the economy slowing and the outlook gloomy, how can we explain the boom in the European credit bond market?

BNP Paribas Wealth Management Competitor Profile 2024 - ResearchAndMarkets.com

This report provides a comprehensive analysis of BNP Paribas Wealth Management's operations.

Skiing into the Swiss property market

Newer resorts such as Andermatt, alongside reinvigorated favourites like Crans-Montana and Klosters, also present an enticing mix of alpine beauty and more competitive pricing.

Ten Investment Convictions for 2025

A multipolar world continues to force countries to focus on domestic interests.

Cyber attack fears pile further pressure on business owners reeling from Budget cost hikes

Businesses already face a number of headwinds from rising employer National Insurance contributions, a hike in the minimum wage and more demanding employee rights, and it seems technological worries are adding to the burden.

Survey reveals selectors tending to work with more asset managers

58% of selectors at Citywire Berlin are working with a greater number of fund houses than three years ago.

Nearly half of low-income families don’t take advantage of social funds for children

By not applying for such support, they’re missing an opportunity for their children to do things such as sports, take dancing lessons, celebrate their birthday or buy a bicycle.

BNP Paribas Wealth Management Competitor Profile Report 2024 - Company Strategy, Financial Performance and Product Innovation

Customer targeting and service propositions are covered, as are product innovation and marketing activities.

Pre-owned Luxury Watches Market Report 2024

The Global Pre-owned Luxury Watches Market was valued at USD 23.87 Billion in 2023 and is anticipated to project robust growth in the forecast period with a CAGR of 9.3% through 2029

How the Wealthy Protect and Grow Their Money: Key Strategies

A significant portion of their wealth is usually held in stocks, bonds, and mutual funds, which offer both long-term growth potential and dividend income.

Surveying the Future of AI in Wealth Management – Perspectives from the Wealth Management Community

AI is seen as a game-changer across wealth management, with respondents highlighting its current and future roles.

World’s largest investment managers see assets hit $128 trillion in return to growth

The research also reveals the continued evolution of active vs. passive assets under management among the largest investment managers.

Luxury Handbags Market to Grow by USD 24.73 Billion from 2024-2028, Driven by Design Innovation and Premiumization, AI-Powered Report by Technavio

Design and material innovation leading to product premiumization is driving market growth, with a trend towards personalization and customization of luxury handbags.

Wealth Management Advisory Market Size and Industry Growth

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.

Nearly one in three UK business owners have fast-tracked exit strategies over past 12 months as possible CGT Budget raid looms

This is an uplift on the 23% who said 18 months ago** that they had brought forward business exits over the previous year.

Equity Edge: Why wealth managers got serious about direct equities

How direct equities have gone from backwater to business critical for leading wealth managers.

UK millionaire exodus expected by 2028

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.

New research with financial advisers and wealth managers reveals growing focus on property in search of diversification and ESG

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

Wealth managers failing to meet clients' tech expectations

Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research.