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Consultants' Corner

From Comment / Consultants' Corner July 10, 2017

Catering to today’s multi-dimensional high net worth Asian clients

It is becoming increasingly apparent that wealthy individuals in Asia make for very different clients than their counterparts in the West

From Comment / Consultants' Corner May 26, 2017

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

From Comment / Consultants' Corner April 28, 2017

Does your wealth manager drink coffee or kilowatts?

Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

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 

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