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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

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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

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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

From Comment / Consultants' Corner November 19, 2018

Time for asset managers to really get to know their clients

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

Digital pensioners
From Comment / Consultants' Corner October 5, 2018

Putting technology at the heart of wealth management

It is not just millennials who are living in the digital age. Wealth managers must utilise technology to deepen relationships with clients of all ages

From Comment / Consultants' Corner September 10, 2018

Can we really afford to spend 100 years closing the gender pay gap?

Women working in financial services tend to be paid considerably less than their male counterparts and struggle to break through the glass ceiling, despite evidence showing that companies with more women in senior roles do better

From Comment / Consultants' Corner September 7, 2018

The rise and relevance of investment marketplaces

Tech-led investment platforms provide a great tool for wealth managers to reach, engage and retain both existing and future clients

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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