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Consultants' Corner

Robot handshake
From Comment / Consultants' Corner March 11, 2020

What does a compelling client experience look like?

Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost

Exit sign
From Comment / Consultants' Corner February 19, 2020

Entrepreneurs must not forget their staff in rush for the exit

Entrepreneurs may claim staff make their businesses tick, but the future of the workforce is rarely high on the agenda in initial discussions about handing over control of their companies

Pile of banknotes
From Comment / Consultants' Corner January 6, 2020

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Customer loyalty teaser
From Comment / Consultants' Corner November 18, 2019

How wealth managers can build a loyal client base

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

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

Smartphone
From Comment / Consultants' Corner August 16, 2019

Fintech on Friday: How technology can deliver enhanced client value

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

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

Extremely low yields have forced investors to move up the risk curve, with assets flowing into emerging market debt and high yield bonds, but what are the prospects for these fixed income segments and what are the main risks?

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