Insights
Ex-Barclays Wealth chief’s insight tool courting investors
Former Barclays Wealth and Investment chief executive Akshaya Bhargava has founded a fintech app, which promises to bring insights from institutional asset management to private investors and their advisers.
Returns only a part of HNWI satisfaction
Wealth managers should go beyond a pure functional role and work more on the personal connection with high net worth clients, according to David Wilson, head of Asia wealth management at the consulting firm Capgemini.
Aussie Royal Commission: How did we get here and what’s next?
The Royal Commission has shaken consumer confidence in Australia’s wealth market to its core. For Michael Ohanessian, chief executive of Aussie platform Praemium, the key question is: “So, how did we get here?”
Who actually holds the global debt?
Despite much talk of debt reduction and deleveraging since the financial crisis, global debt levels are higher than ever before. Several risks arise for investors and for financial and economic stability, according to Daniel Murray, head of global research at EFG Asset Management.
Jaw dropping moments from Australia’s Royal Commission
It’s squeaky bum time for senior executives as Australia’s banking, superannuation and financial advice firms face the intense scrutiny of a Royal Commission. Click through the slides below to read some of the incredible moments from the first week of the review into financial advice.