09/03/2021
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.
08/31/2021
They continue that advised customers are potentially missing out on higher investment returns because of the limitations of some platforms.
08/25/2021
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
08/25/2021
A new age of digital assets
08/18/2021
The sector accounted for over a quarter of the entire financial services market in Australia
08/17/2021
Credit spreads widened across all Asian countries in July
08/17/2021
DWF Financial Crime Report
With increasing regulatory convergence and significant advances in UK sanctions legislation over the past 12 months
08/11/2021
Spotlight on Private Jet Owners Leverages Wealth-X’s Proprietary Database to Profile those Individuals who own private aircraft
08/10/2021
How one operating model serves multiple wealth segments.
08/10/2021
The level is a record start to the year, particularly in comparison to the pandemic-hit 2020, when investments for the entire year totaled $121.5 billion.
08/10/2021
The global private jet market is dominated by North America, chiefly the US, with Europe as the second largest market.
08/05/2021
The rise means that UHNWs – those with investable assets of at least $100 million – now hold a total wealth of $22 trillion, a 9 per cent year-on-year growth rate since 2015.
08/05/2021
During a Year of Unprecedented Crisis and Change, Charitable Trust Amounts Increased in Funding by Nearly a Quarter
08/04/2021
Investors globally and in the UAE believe inflation will accelerate over the next 12 months and plan to adjust portfolios accordingly
07/29/2021
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.
07/27/2021
When it comes to which asset managers are viewed most favourably by advisers, it turns out size is not everything.
07/22/2021
Predictably, all wealth managers see ESG as a commercial opportunity.
07/22/2021
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.
07/21/2021
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
07/20/2021
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.