Research

465 articles found

Research

Active allocations set to rise in 2027, fund selectors’ survey shows

Global uncertainty and higher interest rates are pushing fund selectors towards active strategies, with allocations expected to increase next year, according to research from UK-based Rathbones Asset Management.   The study, covering independent financial advisers, discretionary fund managers and private bank fund selectors managing around £234 billion for retail clients, found that 53% of respondents […]
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Asset managers shift AI focus to risk and research, survey finds

Research among 225 senior technology leaders finds firms are entering a second wave of AI adoption, but poor data, legacy systems and leadership resistance remain major obstacles to transformation   UK asset and wealth management firms are shifting their AI focus from back-office automation towards higher-value use cases such as risk modelling, investment research and […]
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The average worker would need to save for 52 years to claw their way out of the middle class and be classified as wealthy, research reveals

The average worker would need to save for 52 years to claw their way out of the middle class and be classified as wealthy, research reveals   Sobering research released in October 2025 from the think tank Resolution Foundation shows that for aspirational Brits looking to move up the wealth ladder, not even a lifetime […]
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Philanthropic planning is wealth management's next competitive frontier, beyond DAFs

Eighty percent of high-net-worth clients believe it is their financial advisor's obligation to raise the topic of philanthropy, according to recent research, but fewer than half of advisors are actually delivering.   Sabrina Bailey, the newly appointed president of Foundation Source, a leading provider of philanthropic software and solutions based in Fairfield, Connecticut, has been […]
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The millennial generation has split, new Fed research shows: Those over 35 are edging toward boomer-style wealth, while everyone else falls behind

For two decades, the U.S. homeownership rate has been treated as a scoreboard of generational progress—even as the topline number has barely moved and hides a widening age-based split beneath it.    New research from the Federal Reserve Bank of Minneapolis suggests the story may actually be one of reversal, not stasis—with a significant split […]
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Bangkoks Ultra-Rich Population on Pace to Lead Southeast Asias Wealth Boom

Bangkok is emerging as Southeast Asia’s most dynamic hub for ultra-high-net-worth (UHNW) individuals, illustrating Thailand’s increasing allure for global wealth despite ongoing economic and geopolitical instability.    The UHNW populace in Thailand’s capital is anticipated to expand to approximately 1,840 by 2030, up from 1,210 in 2025. This growth represents a surge of over 50%, […]
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The Great Wealth Transfer will be smaller than you think

There’s been a lot of talk about the Great Wealth Transfer, a projected shift of an estimated $124 trillion from older generations to younger ones.    A new report, however, questions how much of that money will actually reach the younger generations.     Here’s the thinking: Let’s say boomers, alone, are sitting on $93 trillion […]
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High wealth isn’t a shield from inflation, so what’s driving up costs for HNW lifestyles?

Maintaining a premium lifestyle became notably more expensive for high-net-worth individuals over the past year, but currency movements, rather than local price inflation, were largely responsible.   Julius Baer's newly published Global Wealth and Lifestyle Report 2026 tracks a basket of 20 luxury goods and services across 25 cities worldwide and recorded an average increase […]
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New guide urges wealthy investors to define goals to maximise impact

The Center for Sustainable Finance and Private Wealth (CSP), University of St. Gallen (HSG), MIT Sloan Sustainability Initiative, Stanford PACS, and Impact Frontiers, have together published a guide based on research which found that a common reason wealthy investors and philanthropists struggle to make progress on their social and environmental impact, as well as their […]
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Deutsche Bank and the Sutton Trust launch research on widening access for young people in banking and finance

Nearly ten years after the Sutton Trust’s launch of Pathways to Banking & Finance in partnership with Deutsche Bank, independent research by the Bridge Group highlights the programme’s long-term impact, as well as the further action required across the sector to ensure opportunity is genuinely accessible.    Drawing on survey responses from Pathways to Banking […]
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