09/19/2023
Future of Wealth Management is relationships not transactions, new research finds
Wealth management staff will need new skills – to support and complement deployment of more technology
09/19/2023
Wealth management staff will need new skills – to support and complement deployment of more technology
09/18/2023
The graduation of 45,000 individuals into the established affluent was a notable change.
09/18/2023
UK’s cost-of-living issue and rising interest rates have made this worse.
09/06/2023
HNW individuals in Switzerland are predominantly high-earning professional males, while entrepreneurs and female HNWs present a lucrative target segment for wealth managers.
08/16/2023
The latest Global Wealth Report predicts global wealth to reach USD 629 trillion by 2027, despite 2022 being the first year of wealth decline since 2008.
08/15/2023
Switzerland was followed in the rankings by the US and Hong Kong.
08/14/2023
It found that 19 per cent of non-working HNWIs said they already have plans in place to return to the workforce as a direct result of the changes to pension allowances.
08/09/2023
The combined research knowhow, structuring expertise, and tech-powered processes of Hywin, Leonteq, and ARTA guided the design, testing, and calibration of the products.
08/07/2023
This year’s Bordeaux en primeurs hold great promise – even if the classification of wines in the region leads to fevered debate
07/26/2023
Nearly nine out of 10 (87%) believe investment opportunities in the sector are attractive on a 12-month view with 39% saying investment opportunities are very attractive.
07/19/2023
Last week’s better-than-expected US inflation report led to a rally in both bond and equity markets.
07/19/2023
These areas of interest aim to also build upon the findings of the HSBC Life +Factor Study, completed in 2021 and 2022, by the life insurance business of the HSBC Group.
07/17/2023
In past years, IT stocks and US real rates had a strong negative correlation—i.e., when US real rates rose, US IT stocks declined and vice versa.
07/14/2023
This framework allows active managers like us to gain greater insights into companies within our investment universe.
07/13/2023
Due diligence may not be the top priority when wealthy clients seek a financial advisor, but they can also be quick to switch
07/06/2023
So far, this year has seen a fairly dramatic sea change in the winners and losers from an investment fund perspective too as asset managers have attempted to navigate a fairly tricky environment.
06/28/2023
Corporate insolvencies are at a four-year-high according to the latest government data.
06/22/2023
The yuan has eased to 7.19 against the US dollar, marking a new seven-month low.
06/20/2023
The preservation of family legacies should be based on trust and shared values
06/07/2023
Exit plans across the UK’s business landscape have been fast tracked, with nearly a quarter (23%) of business owners having accelerated their plans to sell or wind down their business in the past 12 months.