Managers of Wealth

Nature’s Solution to Climate Change

But this is only the beginning of the story.

SGKB: Investment Strategy

This time next year we shall be looking back on a politically turbulent but economically stable year

SEI Study: Astute Investors May Continue to Shape Advisory Firms in 2020

Advisors Share Market and Business Outlooks, Focus on Client Experience in the New Year

Less than half of Asian HNWIs have succession plan in place: research

Transamerica Life Bermuda Releases New Study Uncovering Challenges for High Net Worth Individuals’ Succession Planning

Insurers’ investment confidence continues to fall as focus on private assets and sustainability sharpens

This change reflects a more uncertain macroeconomic backdrop with insurers increasingly expecting politics and world events, as well as a global economic slowdown, to impact investment performance.

The insulators and conductors of the electric vehicle revolution

It is expected that sales of EVs will hit 7 million a year by 2025, making up 7% of total vehicle shipments

Citi Private Bank Law Firm Group and Hildebrandt Consulting Issue 2020 Citi Hildebrandt Client Advisory

U.S. Law Firm Industry expected to see revenue growth of five to six percent in 2020

Top Trends in Wealth Management 2020

As wealth management firms enter an experience- versus product-led era, understanding structural changes in customer profiles and expectations has become critical. Our report aims to explores and analyze the top wealth management trends for this year and

This depressing chart shows the jaw-dropping wealth gap between millennials and boomers

Boomers currently boast more than half (57%) of the nation’s wealth, while Gen X owns just 16%, and millennials 3%.

Tax revenues have reached a plateau

Working with over 100 countries, the OECD is a global policy forum that promotes policies to improve the economic and social well-being of people around the world.

Study Finds Mobile Apps Are Key Opportunity for Wealth Management

A report recently published by the American Bankers Association on the changing face of wealth management also highlighted banks’ opportunities in mobile access to wealth services, with nearly six in 10 banks seeing a need to enhance mobile wealth m

Philanthropic Giving Among UHNW Individuals Exceeds $150 billion

New Wealth-X Report Reveals Global Insights and Trends Among Major Donors

Financial services firms continue to outsource mid-to-back-office operations to remain competitive

With or without AI, outsourcing can provide significant benefits.

Bull or Bear in 2020? - Fidelity Investment Outlook

The balance between these two scenarios is likely to be tipped by the path of the US consumer.

Adapting to a new normal in European asset management

Growth dynamics in the largest European markets paralleled those of the overall region.

Luxembourg Real Estate Investment Funds at Record Highs Across the Board

The increase in the number of fund launches corresponds with a rise in net asset under management

Global Entrepreneurship Monitor 2018/2019 Women's Entrepreneurship Report

The 2018/2019 report provides analysis from 59 economies, aggregating data from two GEM data collection cycles: 10 economies reporting in 2017 and 49 reporting in 2018.

These 3 SA cities are the continent's top property hotspots

xpect to cough up US$5 600 (about R82 600) per square metre in Cape Town's exclusive Atlantic Seaboard suburbs of Clifton and Bantry Bay).

The Year of Choices, The Decade of Transformation - UBS

Seek returns in a Year of Choices and look toward investment opportunities in a Decade of Transformation.

The Evolution of Wealth Management in the World of Islamic Finance

Views from the Islamic Finance Wealth Management Community

Research