Bank of America (BofA) has announced research coverage for digital assets as part of a strategy to accelerate its presence in the increasingly important asset class. The bank published its…
Sustainable investing is at a tipping point with interest and awareness at an all-time high…
Wealth managers are looking to expand their investment strategy and 69% have added new asset classes for wealth clients within…
The Julius Baer Global Lifestyle Report points to a growing preference among HNWIs for conscious consumption, that is, the increased…
The world’s leading private banking companies operate an average of 69.3 subsidiaries each. We reveal the global hotspots for these…
The UK is home to 171 billionaires in 2021, 24 more than in 2020 and a record. This is according…
Over seven-in-ten (71%) of wealth clients are willing to share personal data for more personalised services. Over half (53%) are even willing to pay for it. In addition, this number…
Covid-19 has boosted consumer commitment to buying ethically and sustainably, according to the Global Wealth and Lifestyle Report 2021 from Julius Baer, highlighting conscious consumption. Attributed to the Covid-19 pandemic,…
There is only one thing more prevalent than Covid-19 in today’s society - data. This prevalence, and the accelerating processes of digitalisation, reinforces the need for firms to master the…
Baltimore-based asset manager T. Rowe Price has deepened its research coverage by launching an investment research office in Shanghai. The Shanghai office is expected to bolster the company’s research coverage…
Over four-in-five (85.6%) of wealth management firms, financial advisors and other retail investment firms steered clear of the red during the pandemic. This is according to data from the Financial…
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