Managers of Wealth

THE Broadridge Next-Gen Technology Pulse Survey

How financial services firms globally are adapting to the new digital-first environment.

New UBS report reveals that joint financial participation is the key to gender equality

The report, which surveyed 1,825 high-net-worth investors in the US, found that a significant majority believe equal participation helps women to feel financially secure, avoid future financial surprises, and feel more secure about leaving bad relationsh

Global profits set to fall by a fifth

The oil sector made easily the biggest impact, with profits falling by almost a quarter year-on-year, as weaker oil prices quickly translated to squeezed margins.

The Billionaire Census 2020

The combined wealth of the world’s billionaires outpaced the population’s growth in 2019, rising by 10.3% to $9.4 trillion.

Model Portfolio Market Ends Q1 2020 Sized at $3 Trillion USD, According to Broadridge

Growth Driven by ETFs and Shift by Advisors to Holistic Financial Planning

Saffery Champness and APSCo launch major recruitment business resilience survey

Those firms which complete the survey will receive a full report and the results will be launched at a series of virtual events in the Autumn.

Natixis Survey Finds Financial Professionals Expect Strong Industry Growth

US financial professionals expect AUM to grow by 7.2% in the next year driven mainly by new assets from new and current clients

Global Business Barometer Improves

This put it ahead of other options such as direct fiscal stimulus to consumers and tax cuts.

Managing credit risk during a global pandemic—key considerations and best practices

Perhaps this reflects the more sobering realities of the severe impacts the economic shutdown has had on global output and employment, and expected levels of bad debt and credit losses likely to accrue to existing bank balance sheets.

COVID-19 pandemic slows global IPO activity YTD 2020

Technology, industrials and health care sectors dominate with 246 IPOs raising US$42.8b

Renewed activity observed across global residential markets: Savills

Once travel restrictions into Singapore are eased, Cheong expects ultra high-net-worth Chinese buyers to snap up properties in the city-state.

New research finds listed private equity could improve risk-adjusted returns for private wealth investors

“What our research shows is that if these hurdles can be overcome then private equity has the potential to bring real benefits to private wealth portfolios – and that listed private equity could be a valuable tool to achieve that.”

Some for the Bears, Some for the Bulls - Man Institute

In an attempt to improve cohesion and lower borrowing costs, the money is expected to be distributed between states based on the country’s population

SS&C GlobeOp Forward Redemption Indicator at 4.24 per cent for June

This level of redemptions is consistent with other recent data points, indicating generally steady overall trends in asset retention for the hedge fund sector since the Covid-19 outbreak.

Asset Managers Most Concerned about Managing Rising Costs and Driving Bottom Line Performance amid Global Market Turmoil

Global survey of 300 investment managers reinforces the value of Whole Office solutions for achieving greater efficiency and resiliency in investment operations

Sabre launches new traveller sentiment survey to know how we travel changes

Survey results are expected to provide important insight into whether travellers already feel confident enough to travel as well as how far afield they may choose to travel.

Wealth Management: After The Storm

We see HNW wealth declining by 4 percent or $3.1 trillion in 2020, a major departure from the previous decade’s consistent annual growth trajectory.

Coronavirus shock prompts financial fortification by UK workers - New Research from Close Brothers

This most recent report delivers tangible insight into the UK’s overall financial wellbeing landscape, assessing how prepared workers were when the pandemic hit, the challenges they faced, and the steps they are taking to increase financial resilien

Characteristics Of Sustainable Business Leaders - RESEARCH

The report sets out to discover what can be learned from business leaders who are integrating sustainability across strategy, operations and stakeholder engagement and what this means for how board and C-suite leaders are selected.

Revealed: the most expensive cities in the world in 2020

“The position of UK cities remained relatively stable year-on-year as the pound held its own against the US dollar,” said Kate Fitzpatrick, Mercer’s Global Mobility Practice Leader for the UK & Ireland.