Managers of Wealth

Global Wealth Management Platform Market 2018-2025

Wealth Management Platform Market 2018-2025

Emerging cities could attract $29 trillion in climate cash

Yet the challenge of global warming also offers an opportunity for cities to attract investment as they pursue low-carbon development options.

We're building a new type of philanthropy, says CEO of Edmond de Rothschild Foundations

The initiative has three objectives, all with the intent to get these families to participate and engage with locals.

No more ‘smoke and mirrors’ in product propositions

The days of firms having “a secret guy in a back room who knows this or that” no longer exist, and real value now lies in the quality of advisory, and helping clients navigate the impacts of increasingly complex - and often onerous - global ta

Digitalization Is Reshaping Wealth Management - RESEARCH

In an industry ripe for change, data-driven robotic process automation and artificial intelligence have a clear role to play

Vistra releases industry report

The report reveals that the corporate services industry has never been so vital in underpinning globalisation

Advisor tech upgrades aim at 'dangerous gap' in client experience

“Data aggregation has become a staple in helping the collection of the totality of an individual’s or family’s wealth,” says Bill Crager, president of the turnkey asset management provider Envestnet.

State Street Global Advisors' 2019 Global Market Outlook

US Shines Brightest, But Prepare to Pivot as Opportunities Shift

Capgemini’s Asia-Pacific Wealth Report 2018

Satisfaction with wealth managers remains considerably lower than levels in the rest of the world; hybrid-model1 prioritization and closer customer connections are critical to wealth management firms’ success as BigTech disruption looms

Global wealth rising at cost of environment: UN report

The Inclusive Wealth Report 2018, the full findings of which will be released in coming weeks, was curated by over 200 economists from around the world.

Rising Interest In Succession Planning Amongst Wealthiest Clients

The study «Succession Planning 2018: Perceptions and Opportunities for HNWIs» was conducted from February 2018 to September 2018 included in-depth interviews with over 100 HNWIs, with special focus on Hong Kong and Singapore.

How to Survive the Incoming Financial Crisis

Another recession is coming. Luckily, one entrepreneur is backing a portfolio of startups that just might save you.

Wealth managers don’t satisfy Asia’s HNW

The satisfaction is even lower for the region’s ultra high net worth (UHNW) segment, or those with investable assets of at least $20m, with only 53.6% of them satisfied with their wealth manager and 44.3% satisfied with the wealth management firm

United Nations Principles for Responsible Banking

Congratulations to the UNEP FI and the CEOs of the 28 banks that are leading this initiative.

Newly-minted en bloc millionaires offer rich pickings for banks

So far this year the number of units sold via en bloc stands at 2,900 worth S$10 billion, compared to 3,300 worth S$8.2 billion for the whole of 2017.

Female advisers and directors remain heavily outnumbered

In July 2016 it was calculated female CF30s who were registered advisers made up just 13 per cent of the total intermediary community.

You Can Rent A Fairytale Italian Castle For $100, But Will Have To Reach It By Foot

Those of you reading this who are married and opted for the biggest of days with all the bells and whistles know exactly what we're talking about.

Millionaires Are Not Fleeing The U.K. But They Are Betting Against Brexit. Here's how

Figures in the report are compiled from interviews with citizenship advisory firms that help wealthy individuals obtain foreign citizenships.

Brazil could look like India in next 10 yrs if reforms continue: Swiss bank

Latin America's largest economy might follow India's path, seeing an accelerated, consistent pace of growth

The 18 Best Islands to Visit in the Caribbean in 2018

#1 Antigua Yes, this beach-heavy paradise is back and ready for you, with a truly wonderful, diverse hotel product, led by the Caribbean’s greatest concentration of unique, authentic all-inclusives, from the famous Galley Bay to the adults-only Pine

Research