Most wealth managers segment customers according to net worth, but would dividing them according to personality make more sense for firms promising a bespoke service?
Last year was a tumultuous one with political upheavals, market volatility and leaked documents making headlines. Wealth managers had to deal with all this, along with the ongoing digital revolution, evolving business models and a flurry of M&A activity
Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?
The year ahead is likely to see big changes on both economic and political fronts. With themes such as Trumponomics, increased global infrastructure spending and a resurgent Russia beginning to emerge, investment advice will be top of clients’ wish lists
Companies in the e-commerce sector are adept at leveraging real-time client insights to anticipate future requirements. Imagine if wealth managers could do the same
Investors must be aware of heightened political risks following Donald Trump’s win in the US election, including keeping an eye on developments in Europe
Is the prime role of a private bank to provide investment expertise to its clients or to build a close relationship through a much wider range of services? Opinion is divided, but the industry is at last asking the right question
Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?
Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers
With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients
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