Managers of Wealth

BNY Mellon Wealth Management National Philanthropic Study

During a Year of Unprecedented Crisis and Change, Charitable Trust Amounts Increased in Funding by Nearly a Quarter

UBS Investor Sentiment survey: Investors eye stocks and real assets in anticipation of rising inflation

Investors globally and in the UAE believe inflation will accelerate over the next 12 months and plan to adjust portfolios accordingly

Schroders UK Financial Adviser Pulse Survey 2021

As client confidence shows signs of strengthening, the majority (62%) of equity investors are setting their sights on value stocks which have typically outperformed during turning points in the growth cycle.

The top 10 brands in UK fund management

When it comes to which asset managers are viewed most favourably by advisers, it turns out size is not everything.

Objectway Releases Joint Research with Compeer "Setting the Digital Agenda for the Next Normal" in Wealth Management

Predictably, all wealth managers see ESG as a commercial opportunity.

Emerging Asia’s investment hotspots

The region is fast becoming more digital, more urban, more innovative, and more focused on sustainability – structural shifts which investors can best harness through a thematic lens.

Schroders Global Investor Study 2021: Increased savings set to be lasting legacy of pandemic as investor confidence soars

Despite the challenges brought by the pandemic, investor confidence has soared to its highest level since the study began in 2016, with average annual return expectations over the next five years expected to be 11.3%, an increase on 10.9% predicted a year

Finding the right balance with hybrid client experiences

The new digital solution allowed clients to validate their identity via a video call with a Relationship Manager and complete the rest of the process online, including secure digital signatures for account opening agreements.

TLB Releases Updated Guide to High Net Worth Life Insurance

Since the launch of the inaugural edition of the Guide in 2020, the world and global economy has undergone dramatic changes.

Cross-Jurisdictional Adoption of ESG & SDGs: The Role of IFCs via Digitalisation

Labuan IBFC and Z/Yen Group launch research findings enhancing the adoption of sustainability and inclusion

UK enjoys COVID recession wealth boom as savings rise by £200bn

The Resolution Foundation report, which was published in partnership with the Standard Life Foundation, found total UK wealth rose by £900bn during the pandemic to around £16.5trn.

The world’s most powerful passports, pandemic edition

The latest Henley Passport Index shows how country-based travel restrictions have changed the passport pecking order.

London remains one of the top global prime real estate markets

Monaco is forecast to see an average real estate value of £1.m in 2021, with Hong Kong (£1.3m) and London (£1m) also sitting considerably higher than the average.

SURVEY: Automation, digitisation and AI are ripe areas for investment

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.

Asset Management Industry Emerged Strong from the COVID-19 Pandemic

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

19% of investors read AoV reports as 75% say their fund manager delivers good value

More work needs to go into Assessment of Value frameworks and reports but if we listen to the end customer

Fraud alert: Impersonation scams continue to soar in 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.

World Wealth Report 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

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.

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