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Consultants' Corner

Asian digital window
From Comment / Consultants' Corner January 5, 2022

Asian wealth management clients desire both digital delivery and customer service

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

Financial adviser
From Comment / Consultants' Corner November 15, 2021

Demand for financial advice has increased substantially along with client expectations

There is increasing demand for financial advice and emerging expectations from clients that, when embraced, can set wealth advisers apart

Euro notes
From Comment / Consultants' Corner July 28, 2021

Has the pandemic changed how Europe’s ultra-wealthy invest?

Equities, private equity and real estate, as well as credit solutions, have all remained appealing to Europe’s wealthiest investors despite Covid uncertainty 

Ian Woodhouse, Orbium Consulting Practice
From Comment / Consultants' Corner June 10, 2021

Private View Blog: The democratisation of wealth in Europe

The mass affluent market, previously somewhat neglected in Europe, is now in vogue, as wealth services become more readily available to all via digital channels

Candidate search
From Comment / Consultants' Corner June 3, 2021

Asia’s drive to digital sparks bidding war for tech talent

To succeed, wealth management firms will need to take a hybrid approach of ‘tech touch’ and ‘high touch’ to meet client needs

Mark Kenkre, Keller Lenkner UK
From Comment / Consultants' Corner May 18, 2021

Credit Suisse left reeling from Greensill fallout

Having made bold claims about the financial strength of Greensill Capital, Credit Suisse is now facing significant litigation from investors who have lost billions

Asian digital window
From Comment / Consultants' Corner May 13, 2021

Will Asia's wealth managers embrace digital window of opportunity?

Changing client expectations combined with an internal appetite for innovation means Asia's wealth firms have a unique opportunity to overhaul their digital offerings

Magnifying glass with notes
From Comment / Consultants' Corner April 7, 2021

Time for wealth industry to re-evaluate client relationships

Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business

Customer survey
From Comment / Consultants' Corner March 11, 2021

Five ways to know if a wealth manager has a client-centric culture

Wealth management firms must identify what is most important to clients and work towards addressing those priorities

Working from home feb
From Comment / Consultants' Corner March 9, 2021

Wealth managers miss unique window to attract younger clients

Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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