Managers of Wealth

UBS Investor Sentiment survey: Cash holdings remain high but UAE investors plan to buy stocks

Top concerns for UAE investors are COVID-19, closely followed by worries about long-term competitiveness and raising interest rates

Support for vaccination strong among UK SMEs but more muted for vaccine certificate

The survey also noted nearly half of business owners will be prepared to pay for staff to be vaccinated for Covid on an annual basis, should this become an option.

Quilter finds its clients prefer face-to-face advice

Four in five (80 per cent) also felt all their financial planning needs could be covered remotely.

AfrAsia Bank Africa Wealth Report 2021

The Africa Wealth Report is the benchmark of luxury sector research in Africa.

SS&C GlobeOp Forward Redemption Indicator: April notifications 2.07%

Movements in the Indicator reflect investor confidence in their allocations to hedge funds. Indicator data is based on actual investor redemption notifications received.

Wealth management clients prepared to pay more for personalised service, says EY survey

Report uncovers what investors value in their wealth management relationships and how it changes across service models, engagement choices and value-aligned advice.

The Richest Countries In The World In 2021

GDP per capita measures the economic output of a given country adjusted for its population size.

Refinitiv wealth management report

Advisory clients have higher expectations for fees paid and expect a premium experience; 20% are open to switching providers.

Artmarket.com publishes Art Market Report

The pandemic which took the world by surprise has forced Art Market professionals to accelerate a digitization process that they had been procrastinating for too long.

North America and Asia Dominate 2020 Wealth Growth

Total VHNW wealth mirrored population growth, rising by 1.2 percent to $26.8 trillion.

New Research Reveals Top Investment Migration Program Options for HNWIs Seeking Health Security

The chaos and disruption experienced worldwide over the past year has seen access to health security become a chief concern.

Mukesh Ambani has once again emerged as the richest person in Asia

For the past 2 years, Mukesh Ambani held the numero uno position in the ranking of Asia’s richest people.

The Richest 1% Of U.S. Households Saw Their Net Worth Rise By $4 trillion

The poorest half of the population, by contrast, got about 4% of overall gains ($470.6 billion).

Tax allowances ‘only going to get worse’ as thresholds decrease by 11 per cent in last decade, says Quilter

Research by Quilter has found that over the past decade, the main tax allowances and thresholds have decreased by an average of 11 per cent.

US Wealth Technology Landscape Report by The Wealth Mosaic

Part of the Wealth Technology Landscape Report Series, this first US report features a categorized solution provider directory of 921 technology and related providers to the wealth management sector in the United States

IBM Study Finds Advancing Women is Not a Top Priority for 70 Percent of Global Organizations Surveyed

The study also shares the actions that can help drive bold and sustainable change in business, with learnings from companies who rank gender inclusivity as a top business priority.

The Top 25 Women Leaders In Financial Technology of Europe for 2021

The 2021 awardees have helped lead their organizations amidst rapid digitalization of the financial industry

SIX Introduces the SPI Gender Equality Index

The new index measures Swiss companies in regard to the number of women in their top-management.

New report reveals key insights into wealth and philanthropy

This research was conducted amidst the Covid-19 pandemic in the third quarter of 2020

Number Of Certified Financial Planner Professionals Worldwide Tops 192,000

Financial Planning Standards Board Announces Steady Growth Despite Challenging 2020