Managers of Wealth

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

Credit Suisse Global Investment Returns Yearbook 2021

The 2021 Yearbook provides detailed analysis of emerging markets

Women in senior leadership positions pass critical 30% mark despite global pandemic

Seeing the proportion of women leaders rise to 31% is encouraging, given the global figure remained stubbornly stuck at 29% for the previous two years (2019 and 2020)

Consumers Experiment with Digital AmidaConsumers Experiment with Digital Amid the Pandemic But Companies Miss the Mark on CXthe Pandemic But Companies Miss the Mark on CX, Annual Broadridge CX Study Finds

Companies need to create compelling digital experiences for consumers to make the switch to paperless

Challenger Banks - Meeting your Regulatory Obligations

Rapid growth has necessitated investment in the front-end customer acquisition, sometimes at the expense of provisioning middle and back office operations.

T. Rowe Price Opens Research Office in Shanghai

The office will look to hire new analysts on the ground in mainland China to cover firms locally to expand the firm’s research platform.

Financial Services Firms That Invested in Emerging Technologies Profited in 2020, New Broadridge Study Finds

Widening gap emerges between Leaders and Non-leaders

London regains top spot in Schroders Global Cities Index after climate change response boosts ranking

Introduction of Transport Score sees significant shake-up of the top 30 cities

High-Income Millennials Are Moving Into The Luxury Housing Marke

Generation Y, also known as Millennials, is experiencing a massive wave of people turning 30 in the next few years.

Residential Real Estate 2021: Leading Markets for the Wealthy

We are honored to partner with Wealth-X to examine how markets have shifted over the events of the past year.

Model Portfolio Management: Striking the Balance Between Consistency and Customization

How can they reap the benefits of model portfolios that give them the necessary scale

Brand Value of World’s Largest Banks Contracts for Second Year

The industry has seen a dramatic downturn in the past two years when compared with previous year-on-year performance.

Family Business Survey 2021

For many family businesses, a sense of shared purpose can be more important than anything else.