Managers of Wealth

Equity Edge: Why wealth managers got serious about direct equities

How direct equities have gone from backwater to business critical for leading wealth managers.

UK millionaire exodus expected by 2028

Analysis from economic think tank the Adam Smith Institute found the share of the population who are millionaires will fall by 20 per cent by 2028.

New research with financial advisers and wealth managers reveals growing focus on property in search of diversification and ESG

In both cases, the research shows that the increased focus on investing in property funds is driven by a desire to de-risk portfolios through diversification, followed by an increased focus on ESG

Wealth managers failing to meet clients' tech expectations

Investors are prepared to dump their wealth managers if they fail to embrace new technology, suggests recently published research.

Wealth managers struggle to meet clients’ technology expectations – Avaloq research

Despite this, Avaloq found that wealth managers have little confidence in their technology systems

Family guys focus on the Fed, tech and succession plans

Family offices are becoming increasingly professionalised and global.

Centi-Millionaire Boom: America and China Dominate the Super Rich Club

This exclusive club has grown globally by 54% over the last decade, with America and China experiencing a centi-millionaire boom, significantly outperforming their European counterparts.

Over 25% of HNW Baby Boomers lack savings for later-life care costs

More than a quarter of wealthy Baby Boomers have not set up money for their future medical expenses.

Survey: Hong Kong’s rich ready for AI to guide wealth decisions

Digital technologies and channels promise new growth opportunities for Hong Kong’s wealth managers.

To become a billionaire, you need to benefit 1 billion people. How WealthTech helps with this

Money is a form of social energy; society effectively votes with its money for products or services that solve its problems or meet its needs.

Netherlands Wealth Management and HNW Investors Market Report 2024

The report is based on the analyst's annual Global Wealth Managers Survey.

One in six wealthy Brits could afford to double their charitable giving, say researchers

Some 56% of wealthy donors said they could give more to charity than they do presently, with one in six saying they could double their donations.

Super Micro Accounting Delay Caps CEO’s $6 Billion Wealth Drop

Charles Liang’s net worth has fallen by two-thirds from high

Taxing 0.5% Richest Can Lead to $2.1 Trillion Wealth Annually, Study Finds

This amount is twice what is needed each year to fund climate finance for developing nations, a key issue expected to dominate COP29 negotiations.

The best recruitment consultants, head hunters & executive search companies in 2024

Welcome to the Spear’s ranking of the best recruitment consultants for senior executives, wealth managers and family offices

Closing the gender gap in wealth advice teams

Future IM/Pact is an industry initiative seeking to attract more diverse talent into the investment teams of fund managers and superannuation funds.

Wealth managers must review their ‘red rotations’

Normally unflappable wealthy entrepreneurs began to lose sleep, fearing global uncertainty and consequent market volatility, should US commitments to defend Ukraine and Taiwan be undermined.

UK Wealth Management and HNW Investors Report 2024: Robo-advice Accounts for 18.3% of the UK HNW Portfolio and has Strong Current Demand

The report is based on the analyst's annual Global Wealth Managers Survey.

Concerns rising over retirement of financial advisers, research shows

This concern is supported by additional research conducted by Investec, which surveyed 100 financial advisers and planners.

Vanguard launches advisory research centre for investors

The team will leverage the experience and data gained from Vanguard’s position as a trusted partner for investors and intermediaries across Europe.

Research