Managers of Wealth

Investor confidence down by 8.7 points in August

“Investors are expressing renewed risk aversion in the midst of heightened volatility in the financial markets and a renewed inversion of the treasury yield curve.”

Young Chinese Want ‘Green’ Beauty (But Who Will Give it to them?)

Green beauty products are still a niche segment within the global industry for beauty and personal care products, accounting for around $11 billion of a $500 billion market.

Global Asset and Wealth Management Market

The Asset and Wealth Management market research report aims to deliver a synopsis of the ongoing and future trends characterizing this industry.

PIMFA launches results of 2019 CEO Sentiment Report

The CEO Sentiment Research Series was originally launched in 2016, to be an informative canvass of member CEOs on their views each year regarding the issues for focus or concern within the wealth management and financial advice industry.

RESEARCH: Report Outlines Latest Cyber Risks

Biometric data regulation varies at the state level and has been a focus of U.S. federal and international legislators and regulators

Could high CEO pay actually be good for society?

Higher executive remuneration may be linked to economic growth, a study suggests

Modern money: how family constitutions can pave the way for harmonious family businesses

Family constitutions vary from family to family, and helpfully, covers topics like entitlements, remuneration, share ownership and succession.

SEI embraces intelligent automation

This is possible because it can help businesses to better streamline workflows, reduce redundancies, and overcome the growing complexity of data management.

Swiss Private Banking in Critical Condition

Bigger is better in the quest for success

SS&C GlobeOp Forward Redemption Indicator

SS&C GlobeOp Forward Redemption Indicator: August notifications 3.41%

Climate change will cripple economies regardless of countries' wealth: report

“Trains aren’t running, people aren’t coping, and therefore productivity and economic growth falls.”

Fintech mega-deals lead to record-breaking $120 billion transaction value

Hampleton Partners, which specialises in international technology M&A and corporate finance, noted that all three of the top transactions were in the payments processing segment

Caribbean Citizenship by Investment Tops New 2019 CBI Index Yet Again

Overall, the central industry trends of transparency, experience, and enhanced security saw the Caribbean nations carry their success from past years into 2019, outperforming their peers in five out of seven pillars.

More Thais joining the ranks of the rich

Thailand's gross domestic product (GDP) expanded 4 per cent last year and it is forecast to expand 3.7 per cent this year. "Growth is here," Magnenat said.

The characteristics and incomes of the top 1%

At the same time 18 per cent of the highest income tax payers in the UK derived their main income from being members of a partnership, either a limited liability partnership (LLP) or other types.

The demographic divide

The faster solution to these demographic challenges is to raise the retirement age.

Distribution of wealth in cryptocurrencies

The rationality behind this is that the single number (index or coefficient) gives us the ability to compare one country to another in terms of how evenly the wealth is distributed across the population.

Wealth Management Super League Market

This will have a significant influence on wealth managers’ financial performance, as they struggle with decreasing margins and growing regulatory and restructuring costs.

Whitepaper: Turning Heirs into Clients

Our newest white paper, Turn Heirs Into Clients, spells out a number of practical steps advisors can take well before the wealth transfer occurs.

The 2019 Gold Rush

This year, the Centennial State has experienced a boom in panning for gold.