Managers of Wealth

‘Confidence gap’ holding back affluent consumers from meeting their goals

New survey reveals that 82 per cent of the affluent have set new life goals post-pandemic, but many are not taking the actions needed to reach them

Wealth Manager survey: China - a risk worth taking?

Our quarterly survey asked wealth managers for their view on China following the regulatory crackdown and Evergrande crisis. The response was mixed.

SS&C GlobeOp Forward Redemption Indicator

Forward redemptions as a percentage of SS&C GlobeOp's assets under administration on the SS&C GlobeOp platform have trended significantly lower since reaching a high of 19.27% in November 2008.

Over Half of HNW Americans Prefer the Ability to Preserve and Protect Their Wealth Over Concierge Services and Lifestyle Gifts

Many clients – 11% – are unlikely to switch providers until they feel dissatisfaction with their current ones

New Research Shows Global Confidence Among Expats

Over two thirds (67%) of expats also believe their quality of life is better in their current location

Private Banking Switzerland: Market update 2021

In the next few years, we would expect the number of transactions with smaller banks involved to increase again due to further pressure on profitability in this category of banks.

These are the global innovation powerhouses of 2021

There are a number of countries that are performing above expectations relative to their economic development.

Recovery During a Pandemic

Global recovery continues, but the momentum has weakened and uncertainty has increased

Pandora papers: biggest ever leak of offshore data exposes financial secrets of rich and powerful

This news should have been surprising.

Global financial assets reach magic €200trn for the first time

Savings were the main driver: As lockdowns drastically reduced consumption opportunities, the global phenomenon of "forced savings" was born.

Growth concerns for the Swiss financial center

Against this background, the Swiss banks will not be able to avoid establishing radically new models for digital interaction with customers and at the same time further developing their product range.

The richest Americans became 40% richer during the pandemic

The Forbes 400 – who have each accumulated at least $2.9bn – added $4.5tn to their wealth

Pandora Papers: An offshore data tsunami

What do all these stories have in common?

Appealing to the Millennial Investor

Insights to Help Advisors Forge Connections that Matter.

How to Win Over ESG-Reluctant Advisors

Stories abound about the record flows, soaring investor interest and surge of new products in the ESG space.

Survey Finds Nearly Two-Thirds of New Provider Searches by Institutional Investors For Discretionary Services

The survey also found that the nonprofit sector was the most likely to be looking for discretionary models, while the vast majority of search consultant requests (87%) came from university or college endowments.

People, Not Products, are the Future of Banking - Report

Four in five (81%) banks seek to differentiate on customer experience rather than products

The Diversity Premium: More Women, Higher Returns

The report analyzes the gender breakdown of 33,000 senior executives from over 3,000 companies across 46 countries.

Which Bond Funds Are Most Exposed to Evergrande?

While the markets flash red, emerging-markets bond fund managers take a long-term view.

Research reveals legacy planning takes on modern concept for the wealthy - Standard Chartered Private Bank

The findings reveal that legacy has taken on a modern concept for the wealthy.