03/10/2021
Pandemic breeds new generation of investors
The pandemic is breeding a new generation of active and purpose-driven investors in their late 20s and early 30s who are keen to do more and do good with their money, according to new research published today by Nutmeg.
03/09/2021
Matteo de Marchi, Head of Product Innovation at Finantix, an InvestCloud company, outlines his view about how to deliver a modern technology infrastructure for wealth managers
03/09/2021
Family offices can draw lessons from big business through their underlying businesses demonstrating their commitment to CSR
03/09/2021
A rich mixture of economics and politics preoccupied investors last week driving shares up and bonds downs.
03/08/2021
How you can get extra perks whilst protecting yourself and your family
03/08/2021
The study also shares the actions that can help drive bold and sustainable change in business, with learnings from companies who rank gender inclusivity as a top business priority.
03/08/2021
The 2021 awardees have helped lead their organizations amidst rapid digitalization of the financial industry
03/08/2021
All indications are that the coronavirus pandemic will further widen the gap.
03/08/2021
He looked at how HNW wealth managers and multi-asset fund managers can learn from robo advisors.
03/08/2021
The non-bankable asset investment opportunity and its challenges
03/08/2021
Monika joined the Stonehage Fleming Group in 2008 and is a senior associate in the Family Office division.
03/05/2021
Wealth Management – Mosaique Insights
How different will the economy that exits the crisis look from the one that entered it?
03/05/2021
BIS reports on Big Data and machine learning in central banking
The survey contains responses from 52 central banks from all regions of the world and examines how they define and use big data, as well as which opportunities and challenges they see.
03/05/2021
Afme report reveals 58% increase of the European ESG market in 2020
The European Union Allowance (EuA) price per metric tonne has increased by 21.3% from €24.03 in December 2019 to €30.52 in December 2020.
03/05/2021
International Women's Day Summit 2021: Amplifying Her Voice
Global investment into women led companies has reached an all-time low during 2020.
03/05/2021
Missing the mark? Why the future of beneficial ownership rules hangs in the balance
The onus is not on the individual but on the government to make the case.
03/04/2021
Looking into 2021: WealthTech Views Report
2020 was one of the most turbulent years in recent history, with Covid-19 disrupting every sector in every country across the globe.
03/04/2021
Significant opportunities ahead for wealth advisers and their clients
Equities should outperform bonds and the rotation from growth to value should continue in 2021.
03/04/2021
New report reveals key insights into wealth and philanthropy
This research was conducted amidst the Covid-19 pandemic in the third quarter of 2020
03/04/2021
Innovative companies find ways to adapt and prosper; they don’t remain static and allow themselves to stagnate.