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470 articles found
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 […]
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 […]
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 […]
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 […]
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 […]
Five themes the Deutsche Bank Research Institute is tracking through the rest of 2026
What happens in one region no longer stays there. Renewed conflict in the Middle East and the ongoing war in Ukraine have underscored how events in one part of the world can quickly reverberate across economies, markets and industries. For investors, corporates and policymakers alike, questions around energy security, supply chains, inflation and regional […]
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%, […]