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
Research
465 articles found
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.
Optimism strengthens among high-net-worth investors
For over half of investors, diversifying their portfolio is a the top of their priorities. Investment properties, along with savings accounts and shares, remain the dominant asset classes.
Schroder BSC Social Impact Trust demonstrates tangible local impact of investments with pioneering interactive map
This fully interactive map also includes regional breakdowns in order to show where in the UK the impact is taking place, as well as greater transparency on which organisation the Trust is invested in.
81% of financial services employees do not want to return to the office full-time
A move to a hybrid working model seems to be the preferred choice among all areas of the organisation.
Four Pillars of Capital: A time for reflection – 2020
83% of respondents already applying ESG principles to their investments said Covid did not alter their approach despite its devastating impact.