Findings of a study by CoreData reveal a significant shift of focus from public to private markets. Report by Harriet O’Brien.

A new survey by Dunstan Thomas looks at baby boomers’ attitudes to retirement and pensions. Adrian Boulding, the company’s director of retirement strategy, comments on key findings to Harriet O’Brien.

Research from Oxford Risk finds that wealth managers across MENA expect clients to switch more money into collective schemes such as mutual funds over the next three years.

The reporting platform’s Head of Global ESG, Mandi McReynolds, talks to Harriet O’Brien about the new study

Julius Baer has released the third edition of the Global Wealth and Lifestyle Report, which takes a basket of consumer goods and services that reflect the spending patterns of high-net-worth individuals and analyses their prices in 24 key cities around the world.

Almost a third of people, surveyed between April 2018 and March 2020, did not expect to have any pension provision beyond the state pension when they retire, according to a report from the ONS.

Capgemini’s World Wealth Report (WWR), published today, reveals the global High Net Worth Individual (HNWI) population grew 7.8 per cent and their wealth grew 8 per cent in 2021 owing to recovering economies being boosted by the stock market.

UK institutional investors and wealth managers are increasingly looking to frontier markets for diversification but want more ESG data if they are to boost allocations, new research from Dragon Capital shows.

New research conducted by RBC Wealth Management, part of Royal Bank of Canada, shows that four in five (79 per cent) affluent 25–34 year olds in the UK have a wealth management solution in place and nearly a third (31 per cent) have either started using a wealth management solution within the last six months or plan to find one in the next six months. Some 6 per cent claimed to not need a wealth management solution.

A third (31 per cent) of financial services and banking professionals are planning to leave the industry due to high pressure, according to a new report by LemonEdge, a global digital accountancy platform for the private capital and venture capital industry.