Managers of Wealth

Closing the gender gap in wealth advice teams

Future IM/Pact is an industry initiative seeking to attract more diverse talent into the investment teams of fund managers and superannuation funds.

Wealth managers must review their ‘red rotations’

Normally unflappable wealthy entrepreneurs began to lose sleep, fearing global uncertainty and consequent market volatility, should US commitments to defend Ukraine and Taiwan be undermined.

UK Wealth Management and HNW Investors Report 2024: Robo-advice Accounts for 18.3% of the UK HNW Portfolio and has Strong Current Demand

The report is based on the analyst's annual Global Wealth Managers Survey.

Concerns rising over retirement of financial advisers, research shows

This concern is supported by additional research conducted by Investec, which surveyed 100 financial advisers and planners.

Vanguard launches advisory research centre for investors

The team will leverage the experience and data gained from Vanguard’s position as a trusted partner for investors and intermediaries across Europe.

Wealth Management Platform Market Size to Reach US$ 15.8 Billion by 2032 Due to Rising Demand for Comprehensive Financial Solutions | Research by SNS Insider

The growing need for easily accessible and efficient wealth management solutions, in combination with investor confidence in digital platforms, is driving significant growth in the wealth management platform market, Says SNS Insider.

Women need equitable financial opportunities, not equal opportunities

This distinction was highlighted in last year’s International Women’s Day, where the theme was ‘embrace equity’.

New White Paper covers shareholder voting on remuneration

Data shows that remuneration is one area where not taking such KPIs into account can be detrimental to the company and its stakeholders.

Housebuilders remain hostages to interest rate fortunes, despite initial share price boost from Labour

There is a clear plan to stimulate the supply-side of the equation with a return to mandatory housing targets and easing of planning restrictions.

Money not everything in how Luxembourg measures wealth

A new survey asked people how much money you need in order to be considered wealthy

Global Private Banking Market is Anticipated to Witness CAGR of 10.4% over the Forecast Period (2024 – 2034): A Report by The Niche Research

Increasing Number of High-Net-Worth Individuals Seeking Personalized Financial Services and Wealth Management Solutions to Drive Growth in the Private Banking Market

M&G Wealth research finds over a quarter of advisers don’t segment their client base: launch of best practice guide

It also shines a spotlight on differences in interpretation of what client segmentation is, and what it isn’t, which might explain why an increasing number state they are not segmenting clients.

Inside Schroders, Abrdn and LGIM’s CEO search: ‘It’s a Kodak moment for active managers’

Changes are coming to the boardrooms of some of the UK’s largest fund management groups, as firms begin the hunt for new CEOs

Advantary Capital Services and Apex Group Announce Strategic Partnership to Expand Portfolio Company and Client Services

This partnership brings together the expertise of two industry leaders to empower businesses with the resources and support they need to thrive in today’s competitive landscape.

Convincing wealthy clients to invest for impact

A major concern for private clients is potential risk and return of ‘impact’ investments.

Ten years of contactless payment: a bird’s eye view

With the number of contactless payments soaring to 100 million in the two years, the Dutch were exceptionally quick to embrace this technology.

Gen X stands to gain the most wealth from the $84 trillion wealth transfer

The average age of children expected to receive the most substantial inheritances

Global high-net-worth population and wealth back to record levels despite global instability

This upward trend offsets last year’s decline and puts HNWI trends back on a growth trajectory.

Global Wealth Capitals – New York Leads The Way: A Snapshot of the World’s Top 10 Most Affluent Cities in 2024

These leading wealth hubs, each with a distinctive mix of history, geography, and economic activity, wield considerable influence worldwide.

5 Key Takeaways For Modern Family Office Risk Management

To paint an analogy, not all lighthouses are built equally - and the unique nature of every family office demands clever captaincy to steer clear of storms and avoid running aground on the shore.