Managers of Wealth

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

SS&C GlobeOp Forward Redemption Indicator at 4.81 per cent for November

The SS&C GlobeOp Forward Redemption Indicator for November 2019 measured 4.81 per cent, up from 3.76 per cent in October.

New Research: C-Suite Confidential - Ten Key Tech & Ops Trends For The Wealth Management Sector

This succinct yet wide-ranging report shines a light on both macro and micro trends, beginning with industry growth sentiment and ending on operating model evolution, taking in every key area of development in between.

‘Unchartered territory’ but RBC Wealth Management expects higher grounds for equities in 2020

While the economy is in the later stage of this expansion, like the early-cycle and mid-cycle phases before it, RBC Wealth Management thinks this stage could prove to be longer than usual.

Estera Publishes Next Gen Report with Eight Key Considerations for Wealth Advisers

These wealth practitioners shared their views on the challenges created by the handover of wealth, the new and evolving demands of younger HNWIs, and what the transition means for advisers and the services they offer.

U.S., New Zealand, Canada and Israel are the top countries for women entrepreneurs

Women entrepreneurs are opening businesses at a higher rate than before, but challenges persist

2019 MAC Survey

The Nixon Peabody 2019 MAC Survey takes a close look at MAC clauses and serves as a pulse check on the market’s response to shifts in economic and social forces shaping the deal-making environment.

Upper-Income Investors Place High Value on Charitable Giving

Current political climate a bigger motivator than the economy for giving more

It's A Silent Night For '12 Days of Christmas' Prices, According to PNC

PNC celebrates 36th year of tallying the cost of the gifts in the classic holiday song

Guernsey Deal Value Up in First Half of 2019 Over Previous Six Months

Offshore region as a whole records busiest first half for M&A over past five years, Appleby reports