Managers of Wealth

Fifty years of tax cuts for rich didn't trickle down, study says

There is little evidence that tax relief to the rich promoted jobs or growth

Next gen of wealthy women prompting change within family and banking relationships

The research is based upon a survey of over 400 global HNW family members with at least £5 million in assets

Expert Insight: The State of the Asia Pacific Real Estate Market

From East Asia to Australia, five top brokerages share how the pandemic is affecting luxury real estate in their regions and predict what the future may hold

Less than One-Third of Wealth Managers in North America are Scaling AI Across Their Businesses, Accenture Report Finds

Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience

Top Wealth Management Trends: 2021 Edition

Celent identifies 10 interconnected trends affecting the wealth management industry in 2021.

How the Super-rich Will Be Spending Their Money as Wealth Trends Fluctuate

A recent report by New World Wealth anticipates a move away from commercial airlines and towards private jets.

Schroders Global Investor Study 2020: Retirees no longer prioritising luxury items amid concerns retirement income will not be enough

This new focus on bolstering existing pension pots is perhaps reflected by 41% of investors expressing concerns that their retirement income will not be sufficient.

Wealth management apps see higher uptake, but satisfaction lags

That’s the conclusion from the J.D. Power 2020 U.S. Wealth Management Mobile App Satisfaction Study, which found that customer satisfaction with wealth mobile apps is still behind those provided by other types of financial institutions.

Global tax evasion costs US$427b per year

The only way to fund the long-term recovery is by making sure our tax authorities have the power and support they need to stop corporations and the mega rich from not paying their fair share.

Asian Fixed Income Monthly - Nikko AM

Overall, we favour countries with high carry such as Indonesia, where flows have begun to return.

'Everything To Be Considered' In The Battle Between Challenger And Established Banks

Challenger banks are strongly associated with financial empowerment, but also twice as likely to be associated with security and privacy concerns compared to traditional banks

Gartner CFO Survey Reveals A Dramatic Digital Acceleration Since COVID-19

CFOs Plan to Greatly Increase Their Time Spent on Implementing Digital Investments, with the Majority Uncertain of Success

Global Wealth Report 2020

2019 was an exceptional year for wealth creation

China’s super rich got USD1.5T richer during pandemic

The report found that there were around 2,000 individuals with a net worth of over CNY2 billion (USD300 million) in August, giving them a combined net worth of USD4 trillion.

Northern Trust Survey Shows Uptick in Outsourcing Amongst Asset Managers in Asia-Pacific

Asset Managers Look to Outsourcing to Balance Growth Strategies

Global asset manager AuM tops $100 trillion for the first time

It also shows that, in the past decade, 232 asset manager names have dropped out of the ranking.

Research Finds That Being A Jerk Doesn’t Help You Get Ahead At Work

To determine this, the study followed individuals over a 14 year time span.

Less than half of asset managers assess gender diversity as part of their investment analysis

The data also shows that two-thirds of asset managers had less than 25% female representation on their investment teams and 60% did not report their gender pay gap in 2019.

Are the Affluent Receptive to Digital Advertising?

A new survey finds that younger HNW clients interact with digital ads more than older ones.

Demand for Risk and Compliance Outsourcing Jumps Over 25% in the Age of COVID-1

The COVID-19 pandemic has forced financial services firms to abruptly change the way they work now – and in the future.