Managers of Wealth

Building bridges, breaking barriers

Why do only 20% of couples participate in financial decisions equally?

£1 in every £8 on the Quilter platform going to family-linked accounts

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.

Research report: Managing the client lifecycle

Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes.

Optimism strengthens among high-net-worth investors

For over half of investors, diversifying their portfolio is a the top of their priorities. Investment properties, along with savings accounts and shares, remain the dominant asset classes.

Schroder BSC Social Impact Trust demonstrates tangible local impact of investments with pioneering interactive map

This fully interactive map also includes regional breakdowns in order to show where in the UK the impact is taking place, as well as greater transparency on which organisation the Trust is invested in.

A More Flexible Future

Redefining Th eRole Of The Office

81% of financial services employees do not want to return to the office full-time

A move to a hybrid working model seems to be the preferred choice among all areas of the organisation.

Four Pillars of Capital: A time for reflection - 2020

83% of respondents already applying ESG principles to their investments said Covid did not alter their approach despite its devastating impact.

“Why of Wealth” Study Reveals Generational Differences in Definition of Wealth

Study further examines the impact of Covid-19 on perceptions and uses of wealth

The History Channel's "The Cars That Built The World" Uncovers The Origins Of Today's Great Car Brands

The two-part program follows up on the History Channel’s three-episode "The Cars That Built America" series.

Benchmark for Sustainable Banking - Research Report

The main barriers cited by banking executives to adopting sustainable behaviours varied across regions.

Beyond Brexit

The real impact of Brexit on Agency Brokers

Wealthy people changed the way they gave to charity during the pandemic

‘Philanthropic households rose to the extraordinary challenges presented by the pandemic’

Morningstar Reports U.S. Mutual Fund and Exchange-Traded Fund Flows for April 2021

Investors continued to favor passively managed strategies, pouring in $94 billion; approximately $30 billion went to actively managed funds.

Survey: Job Prospects in Finance in 2021

The internationally acclaimed SFI is the exclusive know-how partner of this survey, providing professional expertise.

2020 Global Survey Report: The impact of a digital workforce on business agility & survival

RPA and automation play a critical role in managing human and digital capital in the future of work

China Global Luxury Index Reaches Its Highest Level Ever

China’s luxury consumers are back with a vengeance, spending like never before and buoyed by a passion for fashion like the country has never seen.

New Fintech Delivery Model Transforming Financial Services Through Mutualized Services - Whitepaper from Broadridge

To address innovation, digitization and resiliency, firms are modernizing and better optimizing operations through flexible architecture, cloud-based applications and data-driven insights

Prime London Sales Report: April 2021

Demand could be driven higher if international travel restrictions are relaxed, as planned for later this month.

Wealthy buyers snap up £958m of UK trophy assets during pandemic

The Ritz hotel, Moss Bros and Charlton Athletic among purchases during surge of private buyout deals