China boasts one in 10 global millionaires
The number of millionaires is expected to double by 2026, according to Credit Suisse’s annual Global Wealth Report.
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HNWs shunning professional advice: Research
Top reasons given by HNWs for not seeking advice were that they prefer to seek advice only when they need it (39%) and believe they can manage their own financial affairs.
Why Advanced Performance Reporting in Wealth Management is a Competitive Advantage
As a result, performance reporting in wealth management is a competitive advantage. Specifically, investment managers looking to stand out can do so with wealth management reporting software that delivers customization and also real-time data.
Chart of the week: Finding potential outperformance with macro hedge funds
Hedge funds have broadly outperformed global equities and bonds this year, driven mainly by the strong performance of macro strategy funds.
‘Incredibly disappointing’: Research finds rich Australians failing to donate to charity
Australia is lagging behind other first-world countries in one important area – and it turns out the wealthy are the guiltiest.
Forbes Announces Seventh Annual List Of America’s Top Wealth Advisors
Advisors complete in-depth surveys and then vetted and ranked by SHOOK research.
T. Rowe Price Finds Financial Stress Is a Predictor of Financial Wellness
Adoption of financial wellness programs can reduce stress, lead to better retirement outcomes
Deutsche Bank adopts measures to further reduce its energy consumption
This is equivalent to the average annual consumption of around 1,600 two-person households.
Morningstar, Inc. Reports Second-Quarter 2022 Financial Results
While these investments have contributed to higher operating expenses in the near term, they position Morningstar for continued growth and the increased scale that we expect will drive long-term profitability.
Best wine advisers for high-net-worth individuals in 2022
The wine advisers featured are included in the table below, along with their Spear’s ranking and focus.
Morningstar Downsizes Shenzhen Workforce
Several hundred jobs in the 1,000-strong Shenzhen tech hub will be affected with roles moved to other offices in Mumbai, Madrid, Toronto and Chicago.
Bain & Company expects the wealth management market to double in size, exceeding $500 billion in revenues by 2030
Realizing this potential will require reaching emerging customer groups, including the estimated 250 million Generation Y and Z customers with annual incomes over $100,000 by 2030