01/22/2020
2020 Family Office Outlook
Based upon industry data, client observation and leading wealth, tax, estate, and family office conferences, here are the leading family office trends as we begin 2020.
01/22/2020
The firm initially focused on venture capital clients and got by on credit card advances, according to Forbes.
01/21/2020
The most visible trends are the rise of intergenerational wealth, and the growing number of high-net worth women.
01/21/2020
When asked about their own revenue growth prospects, the change in CEO sentiment has proven to be an excellent predictor of global economic growth.
01/19/2020
Decarbonisation is the responsibility of government, not altruistic businessmen
01/17/2020
Based on a survey of more than 1,000 finance employees, Gartner has put these competencies into five categories to help CFOs and finance leaders apply this information to their own departments.
01/17/2020
Asset tokenisation has become one of the most prominent use-cases of distributed ledger technologies in financial markets
01/17/2020
The wealth division, which caters to individuals with at least $3 million to invest, added 64% more households in 2019, helping the unit end the year with a record of $288 billion in assets under management.
01/17/2020
Wells Fargo is committed to supporting relief efforts for those who are being displaced or who have lost homes, as well as for those who are vigilantly trying to save people, homes, animals and property.
01/16/2020
Boris Bykhovsky is a Senior Director of our Solutions Consulting group specializing in SS&C Advent’s global asset and wealth management solutions.
01/16/2020
The inaugural edition of Julius Baer’s Global Wealth and Lifestyle Report showcases the trends in high-end consumption around the world, which are of relevance to our clients.
01/16/2020
“In effect, the relatively low level of net outflows seen for January 2020 indicates the year is off to a good start in terms of hedge fund asset retention.”
01/16/2020
Economic and political polarization will intensify, as collaboration is needed more than ever to respond to severe threats to climate, public health, and technology systems
01/16/2020
In fact, the growing of pot is so power-intensive that its ecological footprint is quickly becoming an environmental nightmare.
01/16/2020
Boris Bykhovsky is a Senior Director of our Solutions Consulting group specializing in SS&C Advent’s global asset and wealth management solutions.
01/15/2020
Variations in ETF Usage Reveal Opportunities for Asset Managers to Rethink Distribution Models
01/15/2020
Below is a Q&A with Chacon, who spoke about his year as the bank’s Global Wealth leader, what he learned, and his outlook for the wealth management sector in the 2020s.
01/14/2020
Withersworldwide’s report notes that many want to see wealthy people engage more directly, openly and actively in the debate around the better uses of wealth in society
01/14/2020
At a time of unprecedented change, when recurring demands are made on firms’ data management, processing and reporting capabilities, nobody wants to add to their operational burdens.
01/14/2020
Different public agencies within a country need to communicate seamlessly. And most challenging, information sharing between countries must improve.