Managers of Wealth

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

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.