10/29/2019
The research also showed only half the owners of wealth surveyed were considering increasing asset allocations into green and sustainable finance, and the enthusiasm for doing so is being driven by the younger generation (under-40s).
10/29/2019
Despite this positive change in attitude, Wealth Managers named regulation, internal resources and expertise as the main contributors preventing them from evolving their offering.
10/28/2019
In terms of how wealth managers plan to improve their digital propositions, 57 per cent are partnering – or are planning to partner – with specialist technology firms, while 22 per cent intend to build in-house solutions.
10/28/2019
Wealth industry assets climbed above £1 trillion for the first time earlier this year, research from benchmarker Compeer has found.
10/25/2019
A general election can have several different outcomes for U.K. millionaires.
10/25/2019
Historically, responsible investors have tended to focus more on equities than on fixed income
10/25/2019
The HNW are somewhat less likely than the Ultra HNW to say their outlook for the U.S. Stock Market over the next twelve months is optimistic
10/24/2019
Groundbreaking analysis finds £300bn of suspect funds funnelled through the UK
10/24/2019
Advisers also show high levels of intellect, or openness to experience, which have been advantageous during the substantial regulatory changes since the Retail Distribution Review (RDR).
10/24/2019
There were 48 announced deals during the third quarter, down 24% from the previous quarter, but up 30% from the same period a year earlier.
10/23/2019
Researchers also found that China had more members in the top global 10% than the United States for the first time.
10/22/2019
Potential winners: Bangladesh, Indonesia, Malaysia, Thailand, Taiwan and Vietnam, as well as Argentina, Brazil, Chile and Mexico
10/21/2019
"To tackle gender bias, I believe we need to showcase more successful female entrepreneurs"
10/21/2019
China’s Second Slow Wealth Growth Year
10/15/2019
In order to create this marketplace-styled wealth manager of the future, the report says firms “can and should develop partnerships to provide these services rather than attempting to deliver capabilities in-house.”
10/14/2019
A survey of 500 advisors conducted by Broadridge found that advisors plan to rely more on model portfolios as their clients' business needs become more complex.
10/11/2019
It's part of a very conscious decision by the Chinese government to try and restructure the economy.
10/11/2019
If you are looking forward to taking your kids out for an unforgettable holiday experience, Europe is the budget-friendly and fun place, to begin with.
10/11/2019
Millionaires' fortunes are more stable than those of the ultra-wealthy, in part because of their investment choices.
10/11/2019
The report finds that there are twenty-three billionaires living in Africa.