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.
10/19/2020
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.
10/16/2020
A new survey finds that younger HNW clients interact with digital ads more than older ones.
10/09/2020
The COVID-19 pandemic has forced financial services firms to abruptly change the way they work now – and in the future.
10/01/2020
After the Brexit transition period expires on 31 December 2020 (which is assumed from UK government statements), UK managers
10/01/2020
For insurers and asset and wealth managers, the challenges are equally daunting.
09/30/2020
Find out which cities have the greatest housing bubble risk and discover the latest housing market trends.
09/28/2020
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
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 in three wealth clients are considering switching, with the richest investors the most fickle.
09/24/2020
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?