10/01/2020
Strategic solutions for UK real estate fund managers post-Brexit
After the Brexit transition period expires on 31 December 2020 (which is assumed from UK government statements), UK managers
Research
10/01/2020
Financial institutions are set for a once in a generation change
For insurers and asset and wealth managers, the challenges are equally daunting.
09/30/2020
UBS Global Real Estate Bubble Index 2020
Find out which cities have the greatest housing bubble risk and discover the latest housing market trends.
09/28/2020
Money Market Funds in Uncertain Times
Investors Demand Digitalisation and Resilience
09/28/2020
'Gifting gap' planning opportunity revealed as half of Baby Boomers eye lifetime gifting
Less than a third (29%) ruled it out, and 26% say they are unsure.
09/24/2020
Citi Private Bank Survey Finds Caution, Cash Conservation and COVID-19 Driving Investor Sentiment Into 2021
Results showed nearly half of respondents from major family offices expect under 5% total returns on their assets in the next year.
09/24/2020
One third of clients considering switching wealth managers
One in three wealth clients are considering switching, with the richest investors the most fickle.
09/24/2020
Schroders Global Investor Study 2020: Millennials are more likely to compromise their personal beliefs if the return is high enough
Millennials[1] are more likely to compromise their personal beliefs in order to benefit from potentially higher returns, Schroders Global Investor Study 2020* has found.
09/23/2020
Companies are restructuring, but are they resilient?
Structural change is underway, but more may be needed
09/22/2020
Survey on Wealth Management in the New World
Are we emerging, albeit extremely tentatively, from global lockdown, or are many of the leading economies on the cusp of new lockdowns?
09/22/2020
SS&C GlobeOp Forward Redemption Indicator: September notifications 3.43%
The SS&C GlobeOp Forward Redemption Indicator represents the sum of forward redemption notices received from investors in hedge funds administered by SS&C GlobeOp on the SS&C GlobeOp platform
09/22/2020
SS&C’s Black Diamond Wealth Platform Launches Command Center for Investment Advisors
The Client View application centralizes all client-focused workflows in one place
09/21/2020
Financial Advisors Expect More Help From Asset Managers as Working Practices Permanently Change, According to Broadridge Study
According to the study, the top three tools that advisors are looking for from asset managers are investment commentary and ideas, portfolio construction support and resources, and marketing and business-building support and resources.
09/15/2020
Top 10 most competitive economies in the world for 2020
The «IMD’s 2020 World Competitiveness Ranking» highlights Singapore’s economy as the most competitive of the 63 countries surveyed by the report.
09/10/2020
75% of businesses are more likely to join a fully digital bank
The data, which was obtained via a survey of 200 senior business decision-makers in large and medium sized UK companies conducted by independent polling company Censuswide
09/10/2020
Labuan IBFC: The Fastest Growing Captive Centre in Asia
Labuan IBFC has also seen a growth in the number of insurance and risk management licensees
09/09/2020
New survey suggests rethinking business travel
The survey reveals that ensuring their health and safety while traveling is most important to business travelers, with 65 percent placing it in their top three considerations.
09/08/2020
Next Generation Anxious Over Succession Of Family Fortunes
Analysis showed 70% of wealth was often lost in two generations, while 90% was lost in three generations, Campden Research reported.
09/08/2020
5-Year Market Forecast Calls for 2.6% Global Growth
Rates and Inflation to Remain Low; Stock Returns in the 3.8-8.2% Range; High Yield and EM Debt Outliers amid Low Bond Returns
09/01/2020
Deloitte report reveals that Private Banks need to overhaul their AML processes
The survey also reports that many banks face challenges in meeting heightened regulatory expectations pertaining to AML and enforcing AML processes.