When forging a relationship, people from Western countries tend to put a great deal of focus on the preliminary stages, but, writes Elisa Trovato, continuous and ongoing improvement is just as important
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Wealth Management
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Understanding transparency to rebuild client confidence
Transparency is a key element in the relationship between clients and wealth managers, however both sides have very different ideas as to what changes need to be made in the industry, writes Bill Yelverton.
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Tapping the potential of life insurance investments
Wealth management portfolios with exposure to emerging markets currently pay little attention to life insurance products. However, the asset class provides huge opportunities for HNW clients, writes Sebastian Dovey.
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Time for a change
Changes in long-term savings products are set to bring about a massive restructuring of asset management models, and while capital protection and liquidity will top client agendas, there will also be huge opportunities for active managers willing to follow riskier strategies
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Back office fraternity set for lead role
The financial crisis and the effects of major frauds in the wealth management industry have highlighted the role which the once humble custody bank will play in the future development of the industry.
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