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.
10/11/2019
Delhi is on 22nd position and second Indian city after Mumbai on New World Health's 'The Wealthiest Cities Worldwide in 2019' list.