Managers of Wealth

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.

Wealth-X Expands Global Database with Over 735,000 New Profiles on Wealthy Individuals

Wealth Intelligence Leader Adds New Data on Public and Private Company Shareholders, and Key Insights from Sister Companies BoardEx and WealthEngine

2021 Global Tax Survey: Beyond BEPS available

More than 130 tax and finance managers and executives from multinational companies across 28 countries responded to the 2021 survey.

Future Returns: Wealthy See a Role in Investing to Tackle Climate Change

Overall, the research showed more investors moving substantial portions of their assets into sustainable investment strategies, and an inclination, even among so-called traditional investors

Digital assets and estate planning

The report encompasses a wide range of digital assets including crypto-currencies, digital media stored online on services such as iCloud or Dropbox, and also social media accounts.

UK's recovery plans must address gender inequality as four out of five women unaware of green job opportunities, PwC research find

The research based on a survey of 4,000 people in the UK

Research