Too much of a good thing? Too much of everything
The Julius Baer Global Lifestyle Report points to a growing preference among HNWIs for conscious consumption, that is, the increased awareness of the impact of purchasing decisions on the world…
Research
Our exclusive database of multinational private banking companies and their subsidiaries
The world’s leading private banking companies operate an average of 69.3 subsidiaries each. We reveal…
The UK has hit a record number of billionaires
The UK is home to 171 billionaires in 2021, 24 more than in 2020 and a record. This is according…
Over seven-in-ten of wealth clients willing to share personal data for personalised services
Over seven-in-ten (71%) of wealth clients are willing to share personal data for more personalised services. Over half (53%) are…
Acceleration of conscious consumption among HNWIs, reveals Julius Baer
Covid-19 has boosted consumer commitment to buying ethically and sustainably, according to the Global Wealth and Lifestyle Report 2021 from…
The impact of Covid-19 on the data appetite amongst investors
There is only one thing more prevalent than Covid-19 in today’s society - data. This prevalence, and the accelerating processes…
T. Rowe Price sets up investment research office in Shanghai
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…
FCA Financial Resilience Survey: retail investment segment boasts greatest profits
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…
External global factors become principal driver in compliance progress changes
The impact of external global factors has surpassed regulatory hurdles as the principal driver in compliance progress changes. This is according to the 6th Global Compliance Survey from Nasdaq. Representing…
Four in five women from wealthy families expect to inherit substantially
Four in five women (82%) from wealthy families expect to inherit substantial wealth over the next 20 years. However, only two in five (41%) are currently not involved in family…
Women’s wealth: 75% lack financial confidence, survey finds
A study from the WealthiHer Network has revealed that three quarters of all females surveyed struggle to understand the world of investments and lack financial confidence, whilst two thirds believe…
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