12/18/2020
But with various changes and timing shifts on the immediate horizon here in Guernsey, from a business perspective now is the perfect time to be planning your new year goals and objectives from a data protection and privacy perspective.
12/17/2020
That group owns 46 per cent of household wealth.
12/17/2020
Our recent survey shows 56% of asset managers are considering changes to their compensation structures and nearly every asset manager is rethinking how to measure sales success.
12/16/2020
There is little evidence that tax relief to the rich promoted jobs or growth
12/14/2020
The research is based upon a survey of over 400 global HNW family members with at least £5 million in assets
12/06/2020
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
12/02/2020
Most believe AI will transform their industry but are underestimating the long-term value it can create by helping to reimagine the client experience
11/30/2020
Top Wealth Management Trends: 2021 Edition
Celent identifies 10 interconnected trends affecting the wealth management industry in 2021.
11/27/2020
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.
11/25/2020
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.
11/25/2020
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.
11/20/2020
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.
11/18/2020
Overall, we favour countries with high carry such as Indonesia, where flows have begun to return.
11/13/2020
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
11/13/2020
CFOs Plan to Greatly Increase Their Time Spent on Implementing Digital Investments, with the Majority Uncertain of Success
10/22/2020
2019 was an exceptional year for wealth creation
10/21/2020
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.
10/20/2020
Asset Managers Look to Outsourcing to Balance Growth Strategies
10/20/2020
It also shows that, in the past decade, 232 asset manager names have dropped out of the ranking.
10/20/2020
To determine this, the study followed individuals over a 14 year time span.