Managers of Wealth

Asset Management Europe: Rothschild

2019 saw the weakest economic growth since the Global Financial Crisis, and growth is largely moving sideways at sub-trend levels.

Global Risks Report 2020

Economic and political polarization will intensify, as collaboration is needed more than ever to respond to severe threats to climate, public health, and technology systems

73% of Financial Advisors to Accelerate Asset Allocation to ETFs in 2020, According to New Broadridge Survey

Variations in ETF Usage Reveal Opportunities for Asset Managers to Rethink Distribution Models

Cyprus passports really are ‘golden’, new index shows

Cyprus is also number seven in the top 10 of the Fastest-Growing Passports of 2019

Post-Brexit UK will continue to offer significant opportunities

While the EU’s equivalence regime offers a potentially powerful insurance policy against future uncertainty, AWMs may suffer collateral damage if trade negotiations become politicised.

Women in financial services are tackling an underserved market: themselves

Serving Women As Financial Services Customers: Women In Financial Services 2020

Wealth Management Market Size, Demand, Trends and Growth

The global research report on Wealth Management Market offers an extensive analysis on market size, shares, supply-demand analysis, sales value and volume study

1.5 Million Kids In The UK Are Demanding Restaurant Dining To Avoid Their Parents’ Cooking

Almost half (48%) of UK families dine out at least once a week, costing parents more than £2,000 a year

What is a gender parity accelerator, and how does it work?

At the current pace of change it could take 257 years to fully close the economic gender gap.

What's causing the exponential growth of data?

Investment Insights by our experts and thought leaders by Timothy Greaton

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.

Research