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Angel of the North
From Comment / Consultants' Corner August 15, 2018

The highs and lows of being an angel investor

Angel investors provide a valuable source of capital to start-ups while often acting as mentors, but they are a high risk venture for high net worth individuals

Millennials ipad teaser
From Comment / Consultants' Corner July 27, 2018

Traditional wealth managers face uphill struggle to win over millennials

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

From Comment / Consultants' Corner June 18, 2018

Wealth managers go green to make an impact with next generation

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

From Comment / Consultants' Corner May 8, 2018

Regulation a chance to better align interests of clients and their advisers

It is predicated that the fiduciary rule in the US will mean mass affluent clients miss out on financial advice, just as they did in the UK following the Retail Distribution Review. Wealth managers must respond by filling this advice gap with technology-led solutions such as robo-advice

Bicoin 0418
From Comment / Consultants' Corner April 6, 2018

Fintech on Friday: Should wealth managers cash in on crypto currency craze?

Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop

From Comment / Consultants' Corner February 21, 2018

Client-centric business models help performance rocket

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

World of wealthcraft
From Comment / Consultants' Corner January 12, 2018

The world of wealthcraft

Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings

From Comment / Consultants' Corner January 5, 2018

Wealth managers must raise game to meet needs of internationally mobile

High net worth individuals are increasingly likely to move around, but wealth managers are falling short when it comes to offering international services

From Comment / Consultants' Corner November 15, 2017

How wealth managers can fulfil entrepreneurs' desires to make a difference

Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing 

From Comment / Consultants' Corner October 27, 2017

Have wealth firms fixated on costs at the expense of income?

Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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