Managers of Wealth

SS&C GlobeOp Forward Redemption Indicator: June notifications 2.68%

Fifteen months after the COVID-19 outbreak first impacted markets, the favorable trend in hedge fund asset retention remains firmly intact.

Swiss Banks on Track for Record Profits

Julius Baer, one of Morgan Stanley’s favorite financial stocks is trading close to an all-time high.

Entrepreneurs confident in the UK’s outlook post-Covid-19 and Brexit – Lombard Odier

Despite the challenges of Covid-19 and Brexit, 83% of entrepreneurs think the country is currently well positioned as a centre for business and entrepreneurial activity, with 76% confident it will remain so over the next five years.

FCA data confirms rising crypto popularity

We chose to use the term ‘cryptocurrency’ throughout the questionnaire.

Wealth secret of the super rich revealed: be born into a rich family

The 10 richest dynasties, such as those behind Walmart and Mars, grew their net worth by $136bn during the pandemic, report finds

The Wealth Mosaic releases its first APAC Wealth Technology Landscape Report

Mapping over 530 technology vendors to the business needs of the APAC wealth management sector

World’s Wealth Hits Half A Quadrillion Dollars

Total Global Financial Wealth Reached New Heights in 2020, Rising 8.3% as Strong Stock Market Performance and a Spike in Savings Fueled a Wealth Boom, Says New Report by Boston Consulting Group

SS&C Intralinks Sees Steady Increase in Global Mergers & Acquisitions Activity in Q3 2021

Continuing the positive trend, the amount of announced global M&A volume is expected to grow by greater than 10% in Q3 compared to the same period last year

1 in 5 Canadian wealth clients will switch firms within three years

EY wealth research suggests firms need product breadth and qualified advice to retain and attract clients

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.