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Institutional

Pension funds

Insurance

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SWFs

Endowment & foundation

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Wealth managers

Family office

FoHFs

Robo advisors seen as biggest disruptor over next five years

The focus of asset managers is shifting away from regulation and towards the threats as well as opportunities coming from disruptive technologies, according to a survey by Linedata.

Wealth managers face challenges as AI and fintech change business practices

The wealth management industry is changing and how it evolves and uses new technology is likely to have an impact on the wider management of institutional investments.

China’s private wealth market set on continued growth path

At of the end of 2016, private wealth totalled RMB165tn ($25.39tn) in China, making the country the second largest private wealth market next to the US.

Global wealth market swelled by frontier and emerging market growth

The value of liquid assets held by the global population will exceed $100tn by the end of 2017, according to a report by GlobalData.

US Financial advisors face tough balancing act managing investor expectations

Investors have high expectations for performance and are examining fees closely, according to a study by Natixis Global Asset Management.

MSCI and Wealth Management Association agree private investor index series deal

The Wealth Management Association (WMA) has signed an agreement with MSCI to provide a private investor index series.