SS&C GlobeOp Forward Redemption Indicator: June notifications 2.68%
Fifteen months after the COVID-19 outbreak first impacted markets, the favorable trend in hedge fund asset retention remains firmly intact.
Research
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Swiss Banks on Track for Record Profits
Julius Baer, one of Morgan Stanley’s favorite financial stocks is trading close to an all-time high.
Entrepreneurs confident in the UK’s outlook post-Covid-19 and Brexit – Lombard Odier
Despite the challenges of Covid-19 and Brexit, 83% of entrepreneurs think the country is currently well positioned as a centre for business and entrepreneurial activity, with 76% confident it will remain so over the next five years.
FCA data confirms rising crypto popularity
We chose to use the term ‘cryptocurrency’ throughout the questionnaire.
Wealth secret of the super rich revealed: be born into a rich family
The 10 richest dynasties, such as those behind Walmart and Mars, grew their net worth by $136bn during the pandemic, report finds
The Wealth Mosaic releases its first APAC Wealth Technology Landscape Report
Mapping over 530 technology vendors to the business needs of the APAC wealth management sector
World’s Wealth Hits Half A Quadrillion Dollars
Total Global Financial Wealth Reached New Heights in 2020, Rising 8.3% as Strong Stock Market Performance and a Spike in Savings Fueled a Wealth Boom, Says New Report by Boston Consulting Group
SS&C Intralinks Sees Steady Increase in Global Mergers & Acquisitions Activity in Q3 2021
Continuing the positive trend, the amount of announced global M&A volume is expected to grow by greater than 10% in Q3 compared to the same period last year
1 in 5 Canadian wealth clients will switch firms within three years
EY wealth research suggests firms need product breadth and qualified advice to retain and attract clients
Building bridges, breaking barriers
Why do only 20% of couples participate in financial decisions equally?
£1 in every £8 on the Quilter platform going to family-linked accounts
There is no minimum investment and each family member’s charge is based on the total value of all products held on the platform by the family members who are linked.
Research report: Managing the client lifecycle
Wealth Dynamix wanted to lift the lid on the true state of wealth management through the relationship manager’s eyes.