Managers of Wealth

How the Wealthy Protect and Grow Their Money: Key Strategies

A significant portion of their wealth is usually held in stocks, bonds, and mutual funds, which offer both long-term growth potential and dividend income.

Surveying the Future of AI in Wealth Management – Perspectives from the Wealth Management Community

AI is seen as a game-changer across wealth management, with respondents highlighting its current and future roles.

World’s largest investment managers see assets hit $128 trillion in return to growth

The research also reveals the continued evolution of active vs. passive assets under management among the largest investment managers.

Luxury Handbags Market to Grow by USD 24.73 Billion from 2024-2028, Driven by Design Innovation and Premiumization, AI-Powered Report by Technavio

Design and material innovation leading to product premiumization is driving market growth, with a trend towards personalization and customization of luxury handbags.

Wealth Management Advisory Market Size and Industry Growth

This report aims to provide a detailed exploration of the Wealth Management Advisory market, offering insights into its growth trajectory, key drivers, challenges, and strategic opportunities.

Nearly one in three UK business owners have fast-tracked exit strategies over past 12 months as possible CGT Budget raid looms

This is an uplift on the 23% who said 18 months ago** that they had brought forward business exits over the previous year.

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.

Research