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
Consultants' Corner
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
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
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
From
Comment
/ Consultants' Corner
February 8, 2019
Fintech on Friday: Striking the right balance between personalisation and privacy
Research suggests investors are more comfortable sharing their personal data than wealth managers realise
From
Comment
/ Consultants' Corner
January 14, 2019
Getting inside clients' heads helps wealth managers build better brands
By taking the time to better understand what delights and frustrates clients, wealth managers can amplify the effects of making small changes to more effectively address larger challenges and reposition their brand accordingly
From
Comment
/ Consultants' Corner
January 4, 2019
Fintech on Friday: Wealth managers’ digital strategies due an upgrade
Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change
Historically, German real estate has seen overheated markets and over-supply, but we are far from such scenarios today, according to Consus, a firm keen to manage costs and embrace latest construction technologies.
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