Managers of Wealth

Are you up to date with the latest standards?

EY Luxembourg will publish its 2021 edition of the Investment Funds in Luxembourg – a technical guide on 30 September.

Swiss asset management firmly in the hands of the big banks

The net new money inflow of 101 billion francs across all asset classes and segments alone caused assets to rise by 4 percent in 2020.

Pandemic Prompted Two-Thirds of HNW Business Owners to Change Succession Plans

‘Success and Succession’ study highlights sometimes drastic pandemic-driven changes by HNW and UHNW business owners

Global banking sector market cap grows 40% from Q2 2020

As a critical player in the economy, the banking sector was significantly impacted by the coronavirus pandemic, recording losses under critical metrics like a market cap.

Swiss economy: To what extent are fears of inflation justified?

Credit Suisse publishes "Monitor Switzerland" for Q3 2021

Savant and Absolute Engagement Explore the Death of "Retirement"

New Research Documents the Evolving Nature of the "Next Chapter"

Millionaire property hotspots revealed as Scotland overtakes London

Its new ranking sees it placed behind Scotland, the East of England, the South East and the East Midlands.

Employer-employee tension compounds the challenge facing companies

At a pivotal moment for the future of work, companies can help their businesses and employees thrive

The future’s bright: Millennials help art market stage post-pandemic recovery

More than half of dealers reporting an increase in the first half of 2021

Morningstar Brings Transparency to Model Portfolios with New Data, Research, and Ratings

New Morningstar research indicates approximately $315 billion of assets follow model portfolios as of June 30, 2021

Northern Trust’s 5-Year Market Forecast Calls for Global Economy to Grow by 2.9%

Global Equity Return Forecast to Reach 4.6%

Diamond Rebound Rolls On as De Beers Reports Another Bumper Sale

De Beers sold $515 million of diamonds at latest sale

Marketing, Advertising Top 2021 Concern for Firms’ Compliance Officers

Most firms report effective business continuity plans related to COVID-19

Global CEO confidence returns to pre-pandemic levels

Launching aggressive M&A plans to capture market opportunities

Are you Ready for a Post - Pandemic Surge in Investor Confidence?

The survey, which builds on research conducted at the start of the pandemic, shows strong and broad demand, with Generation X investors now as keen as Millennials to use digital channels to manage and grow their investments.

Platform frustration for advisers and DFMS with UHNW clients

They continue that advised customers are potentially missing out on higher investment returns because of the limitations of some platforms.

Investors Want More Diversified Financial Products and Customized Advice from Their Wealth Managers, Accenture Report Finds

79% of surveyed investors expect their advisor to offer banking and insurance products and 59% have inquired about ESG investments, with younger generations the most interested in these areas

Research