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Consultants' Corner

From Comment / Consultants' Corner April 19, 2017

The five hats every wealth manager must wear

Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles 

From Comment / Consultants' Corner March 8, 2017

Why mum and dad don't always know best when it comes to money

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

From Comment / Consultants' Corner March 1, 2017

How regtech can help banks conquer compliance mountain

The years since the financial crisis have seen a massive expansion in regulation and a corresponding boom in the number of compliance officers. Could technology cut costs and lower the error count?

From Comment / Consultants' Corner January 16, 2017

Could personality profiling prove better way to understand clients?

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?

From Comment / Consultants' Corner January 10, 2017

2016 in review: a year of uncertainty and loose ends

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   

Ciaran Dynes, Talend
From Comment / Consultants' Corner January 6, 2017

Is Blockchain a catalyst for trust or an unprecedented disrupter?

Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?

From Comment / Consultants' Corner November 17, 2016

Harnessing the predictive power of data in wealth management

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 

From Comment / Consultants' Corner October 24, 2016

Welcome to the world of Google Wealth

Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?

From Comment / Consultants' Corner October 13, 2016

Why wealth is more likely to lead to anxiety than happiness

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

From Comment / Consultants' Corner September 16, 2016

Battle of the brands: why wealth management is getting a new look

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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From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios

Chart 9 cross-border

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