Managers of Wealth

The young are driving rising ESG interest in family offices: Julius Baer

Trend shows significant interest increase in sustainable investments.

Investment research house Vadevalor publishes bi-annual Fund Manager Ratings Review

The newly published research highlights a significant decorrelation amongst many of the leading firms operating in the UK and Spain

Global sustainable fund assets almost double to near $4trn

Morningstar flows report shows SFDR boost, while Moody's predicts sustainable bond issuance will top $1trn.

Global Sustainable Fund Flows Report

This report explores activity in the global sustainable funds universe within the past quarter, detailing regional flows, assets, and launches.

Global Corruption: Switzerland Exits Top Ten

The Swiss company, which specializes in third party risk management services measures public and private corruption based on perception and experience and attributes a risk score to each country based on numerous variables.

Disruptive Philanthropists

A report revealing research and insights into how a new wave of modern philanthropists are shaping tomorrow.

Diversity in the boardroom drives climate action: study

Company action on climate change is rapidly evolving

COVID-19 expectations, fraud and customer experience boardroom priority for UK wealth managers

Over a third (38%) of wealth managers cite meeting customer expectations due to COVID-19 and defending against cybersecurity and fraud (37%) keys to success

UBP: Daily Macroeconomic Digest

Monthly rebound has reflected the energy shock, with energy prices up by 7.7% m/m; prices for intermediate goods were also up by 1% m/m after 1.3% m/m the prior month.

Why would investors switchtheir financial advisor?

A look at investors’ relationship with their relationship manager

Younger investors 3x more likely to invest in ESG funds

The research showed an overall correlation with age, with ESG/green interest getting progressively worse the older the age group, with one exception: the 45-54 year-olds.

Fitch Revises Leonteq's Outlook to Positive

Fitch additionally states that the IDRs also reflect Leonteq's fairly concentrated franchise and the group's moderate, albeit increasing, size (primarily in terms of turnover and revenue).

Banks Race Toward Technology Solutions to Path Future Growth

As private bank and trust executives strive to retain advisors (61%), improve client experiences (52%), and mitigate reputational risk (48%), investing in technology has increased

58% of Gen Y and Gen Z Investors Expect to Inherit Assets in the Future

The Decade of Generational Wealth helps advisors operationalize EQ to support families as they navigate the complexity of the coming generational transitions.

White Paper Highlights Growing Need for Streamlined Processes

Global study reveals sell-side firms have potential for transformational levels of efficiency as firms average of 9.1 post-trade processing solutions due to legacy fragmented infrastructure

Investor Confidence Jumps 8.4 Points

The Investor Confidence Index was developed at State Street Associates, State Street Global Markets’s research and advisory services business, in partnership with FDO Partners.

Investor confidence slips as concerns over the economy grow

A similar trend can be seen in investor’s expectations for their personal financial situation.

Top 10 Wealthiest African Countries According GDP in 2021

Despite the social and political issues the continent faces, there’s no doubt that it’s on track to see an abundance of opportunities to grow in the coming years.

Out now! AltFi’s Digital Wealth State of the Market Report 2021

Our 31-page deep dive on digital wealth is the most comprehensive overview of the industry yet.

UK financial intermediaries prefer personable and energetic asset managers

Research shows they are also more likely to buy a fund from a manager they perceive as a partner