07/09/2021
The poll explored institutional investors’ sentiment and allocations regarding the most pressing economic trends that are expected to shape the global economy over the next three decades.
07/08/2021
Strong Net Flows—Especially from Retail Investors—and Market Growth Led to $103 Trillion in Assets Under Management by the End of 2020, Although Profits Remained Flat, Says New Report by Boston Consulting Group
07/08/2021
More work needs to go into Assessment of Value frameworks and reports but if we listen to the end customer
06/30/2021
Quilter is warning people to stay alert to the risk of impersonation fraud, and has published a new video on its ‘Stay Safe’ webpage to provide customers, advisers and the wider public with tips on avoiding such scams.
06/29/2021
The 25th anniversary edition of the World Wealth Report found that it will be critical to invest in talent and technology to provide hybrid advisory services, based on human interaction and digital tools
06/28/2021
Most European CFOs are optimistic about post-pandemic era (new survey 2021)
Compared to Autumn 2020 almost 50% of the European CFOs surveyed answered that they feel more optimistic about the financial prospects of their company while almost 22% of them admitted being less optimistic.
06/28/2021
Digital wealth management in Asia - will firms seize the moment
Article from The Wealth Mosaic's APAC Wealth Technology Landscape Report (2021). Written by Nikhil Dama, Director, Southeast Asia, and SiDing Wang, Senior Analyst, Aon
06/24/2021
Private markets have long been considered one of the most complex regulatory areas in financial services, preventing many wealth managers from entering this market altogether.
06/21/2021
Fifteen months after the COVID-19 outbreak first impacted markets, the favorable trend in hedge fund asset retention remains firmly intact.
06/18/2021
Julius Baer, one of Morgan Stanley’s favorite financial stocks is trading close to an all-time high.
06/17/2021
Despite the challenges of Covid-19 and Brexit, 83% of entrepreneurs think the country is currently well positioned as a centre for business and entrepreneurial activity, with 76% confident it will remain so over the next five years.
06/17/2021
We chose to use the term ‘cryptocurrency’ throughout the questionnaire.
06/16/2021
Wealth secret of the super rich revealed: be born into a rich family
The 10 richest dynasties, such as those behind Walmart and Mars, grew their net worth by $136bn during the pandemic, report finds
06/15/2021
The Wealth Mosaic releases its first APAC Wealth Technology Landscape Report
Mapping over 530 technology vendors to the business needs of the APAC wealth management sector
06/10/2021
Total Global Financial Wealth Reached New Heights in 2020, Rising 8.3% as Strong Stock Market Performance and a Spike in Savings Fueled a Wealth Boom, Says New Report by Boston Consulting Group
06/09/2021
Continuing the positive trend, the amount of announced global M&A volume is expected to grow by greater than 10% in Q3 compared to the same period last year
06/08/2021
EY wealth research suggests firms need product breadth and qualified advice to retain and attract clients
06/07/2021
Why do only 20% of couples participate in financial decisions equally?
06/04/2021
There is no minimum investment and each family member’s charge is based on the total value of all products held on the platform by the family members who are linked.
06/03/2021
Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes.