The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses
Business Models
From
Wealth Management
/ Business Models
June 23, 2017
Fintech on Friday: Digitisation the only choice for wealth managers
From
Wealth Management
/ Business Models
June 20, 2017
Family offices find new role smoothing succession planning
Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges
From
Wealth Management
/ Business Models
June 20, 2017
Private banks’ tech transformation gathers pace
Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations
From
Wealth Management
/ Business Models
April 20, 2017
Size isn’t everything as fund performance beats brand
Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda
From
Wealth Management
/ Business Models
April 19, 2017
Less is more for private banks picking product providers
The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction
From
Wealth Management
/ Business Models
April 19, 2017
M&A on the rise as asset managers battle falling revenues
A merger may enable asset managers to cut costs, but the most successful collaborations are those which bring together complementary capabilities
From
Wealth Management
/ Business Models
April 19, 2017
Clients and clampdowns drive banking revolution
Private banks’ business models continue to evolve, with most focusing on their core home markets while looking to outsource back office functions to outlying financial centres. But the biggest changes in the way wealth managers do business will be driven by the changing needs, and profiles, of their clients
From
Wealth Management
/ Business Models
April 19, 2017
Private banks bid to win over the wealth creators
To remain relevant to today’s entrepreneurs, wealth managers must move away from pushing products to offering customised advice. Digital platforms can help develop these deeper relationships
From
Wealth Management
/ Business Models
April 7, 2017
Asset management failing to get to grips with tech revolution
The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm
From
Wealth Management
/ Business Models
March 17, 2017
Fintech on Friday: 2017 to be a big year for digital decision making
With traditional wealth managers realising robo-advice is here to stay and launching their own platforms, is there any room left for smaller start-ups?
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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