Managers of Wealth

Big fund managers cagey on revealing post-Brexit plans

Just 22 of 57 the largest asset and wealth managers have made announcements

The ECB springs into action – but is it far too early? by Gary Dugan

The economy has taken a turn for the worse in the first half of the year with economic data coming in below expectations.

12 Best-Funded Fintechs In Switzerland

Avaloq provides digital and core banking software and a provider of software as a service (SaaS) and business process as a service (BPaaS) solutions for banks and wealth managers.

Asia-Pacific Ready for Take-Off? - RESEARCH

Financial incentives for private banking RMs to switch to independent setups are attractive given an average wage increase of 45-51% for those that make the change.

How to get narcissists to give money to charity

They’re not known for their empathy, but this trait can be exploited

Mutual Fund Inflows Increase Significantly in 2018: BNY Mellon's Pershing

Pershing Asset Flows Barometer takes a holistic look at how advisors have steered their clients' investments over the past year, and identifies relevant trends.

Revolut: Fintech Unicorn to Disrupt Wealth Management

Storonsky plans to provide an online equity trading platform without charging any commissions

Impact Investments Rocketed to $35BN in 2017

“They use a mix of proprietary metrics, qualitative information, the GIIN’s IRIS-aligned metrics, and other tools and frameworks,” GIIN said in a statement.

Impact Investing Could Displace Traditional Charitable Giving

Impact investing could displace traditional charitable donations, with men driving this replacement more than women, according to a new study in the US.

GIIN Annual Investor Survey 2018

Respondents collectively manage over USD 228 billion in impact investing assets, a figure which serves as the latest best-available ‘floor’ for the size of the impact investing market.

Will cheap advice turn off wealthy customers?

Robo-advice is expected to top $4 trillion in assets in four years.

Robotic Process Automation Software - Promising New Technology

The 2018 Financial Services Industry Survey Report confirms numerous compliance functions, from initial inquires through customer off-boarding, as key challenges for financial institutions

Personalized Socially Responsible Investing Continues to Grow - RESEARCH

High-net-worth Millennials, aware of these doing-well-by-doing-good dynamics, increasingly look at philanthropy and investment through a single lens.

Dubai's rising super rich set to boost luxury property sector

Developers line up prime properties to cater to the ultra-rich population

The Wealthy Are Embracing Cryptocurrency – More Than 30% Invested in Cryptocurrency Markets

This survey shows and demonstrates that these wealthy investors are not able to ignore the potential of cryptocurrencies in the economic and financial world.

Asia lagging behind in socially responsible investments: Report

Other talking points at the conference include the need for early-stage funding for social enterprises here.

Behavioral Trust Building with HNW Clients

With affluent clients especially, communication is key.

Life after MiFID II and GDPR – new research reveals the future of compliance

Every new rule and regulation can ultimately be turned to commercial advantage, with 93% of respondents saying that compliance could be used strategically

Young rich Singaporeans keen on sustainable investing: survey

Releasing the results of the survey on Thursday, the bank said over 400 investors were asked in Singapore, Hong Kong, China and India to determine their motivations behind sustainable investing and how well they understand it.

The Parent Trap: Avoiding Common Multigenerational Wealth Planning Pitfalls

Advisors are in a prime position to play a central role in generational wealth management for HNW clients and families

Research