Managers of Wealth

Barclays Compass: Developed Markets Continue To Lead

The Q4 2016 Compass, which examines major asset classes globally, has assigned an overweight allocation for Developed Markets Equities.

5 ‘Mega Trends’ Affecting Wealth Management

Robo-advisors and the DOL fiduciary rule are just two factors driving big change in the industry

Private pension assets top USD 38 trillion worldwide in 2015

A special feature examines whether there is a relationship between the number of pension funds and real investment rates of return net of investment expenses.

Prudent Group: Most Innovative Hedge Fund Manager U.S. and Europe and Best in Funds 2016 award

Prudent Group has recently been approved to distribute our fund products locally in Germany and Sweden to well-informed investors.

Buyside Asset Managers to Significantly Boost Portfolio Allocations to Alternatives, Loans, Equities, and Mutual Funds - SS&C

Processing new security types is most frequently cited challenge to expansion of insurance investment operations. Sixty-two percent of respondents say cloud is critical to technology strategy.

Expanding Walletshare: The Business Struggles that Banks, Active Managers, and Others Face

Besides their legal obligations, providers offering additional products and service solutions must truly be in the clients' best interest in order for the long-term relationship to be successful.

Positive post-Brexit positioning for Channel Islands

Professional services and financial organisations on the Channel Islands of Guernsey and Jersey have responded positively to a survey about post-Brexit business conditions

Asia, Emerging Markets to Drive Growth in High Net Worth Wealth

The report forecasts that the growth in assets under management will be driven by emerging markets

Six Questions For Aaron Klein On Riskalyze’s New $20 Million Funding

Riskalyze's CEO explains what the firm's going to do with it's new influx of funding.

Swiss offer tough Brexit lessons for Britain's banks

This has come at a cost to the Swiss financial centre, with banks moving thousands of jobs out of Switzerland.

Focus on finance - Research Special

In partnership with Capital Economics, the respected independent research firm, Jersey Finance has produced a report entitled ‘Jersey's Value to Britain’ which outlines the economic relevance of Jersey to the British economy.

Global gains for the private M&A market as advisors predict increased deal activity

Mid-market M&A deals are a vital but often overlooked part of the global economy

Why impact investing is entering the mainstream

The research highlighted that under 40’s are more likely to use values based investing, invest in funds that aim to make a positive difference and are familiar with the term impact investing.

Asia's Wealthy Trapped in Bad Investment Habits

Diversification and high returns are important to them, but there's little appetite for alternatives

2016 State of Banking – Free Analyst Report

In Today's Digital World, Person-to-Person Interaction Is Still Key

Half of Banking Customers Globally Now Using FinTech Firms Finds World FinTech Report 2017

The inaugural report quantifies and tracks customer response to the rise of FinTechs, includes the views of financial services industry executives at both FinTech firms and traditional financial institutions2, and summarizes how innovation is key in the e

Research