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Elizabeth Warren
From Comment / Consultants' Corner November 11, 2019

Investors should fear Warren’s plans to reshape US economy

Should she become president, Elizabeth Warren has ambitious plans that would alarm markets and investors

Data globe
From Comment / Consultants' Corner October 11, 2019

Fintech on Friday: Using data to personalise the client experience

Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

VR headset teaser
From Comment / Consultants' Corner September 13, 2019

Fintech on Friday: What women want from wealth management technology

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

From Comment / Consultants' Corner July 22, 2019

Smoothing the succession path for entrepreneurs

Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

Sharmil Patwa, Opus Una Financial Services Consulting
From Comment / Consultants' Corner July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

DNA
From Comment / Consultants' Corner June 7, 2019

Fintech on Friday: Embedding digital into a private bank's DNA

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

From Comment / Consultants' Corner June 4, 2019

Interest in SRI yet to be matched by significant capital allocations

Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

Eye code
From Comment / Consultants' Corner May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

From Comment / Consultants' Corner April 15, 2019

The benefits of a balanced adviser reward scheme

Financial incentives are a crucial piece of the puzzle when it comes to engaging and motivating employees 

From Comment / Consultants' Corner March 13, 2019

Three things the wealth management industry needs to know about its clients

Clients appear broadly satisfied with the service they receive from wealth managers, although they would like to see more innovation in digital services

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

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