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

Asian wealth management clients desire both digital delivery and customer service

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

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

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

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

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

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

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

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

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.
Global Private Banking Awards 2022
PWM Digital Edition (April/May 2022)
Wealth Tech Awards 2022
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