Managers of Wealth

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.

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

Financial institutions are set for a once in a generation change

For insurers and asset and wealth managers, the challenges are equally daunting.

UBS Global Real Estate Bubble Index 2020

Find out which cities have the greatest housing bubble risk and discover the latest housing market trends.

Money Market Funds in Uncertain Times

Investors Demand Digitalisation and Resilience

'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.

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.

One third of clients considering switching wealth managers

One in three wealth clients are considering switching, with the richest investors the most fickle.

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.

Companies are restructuring, but are they resilient?

Structural change is underway, but more may be needed

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?

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

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

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.

Research