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Capgemini

Asia | 29 Sep 17

Rich get richer: global high net worth wealth hits $64trn

The global wealth of high net worth individuals rose by 7.5% in 2016, presenting an opportunity for wealth managers and technology firms, according to the Capgemini World Wealth Report 2017.

Asia’s wealth managers turn to local markets for new hires

Asia | 14 Dec 16

Asia’s wealth managers turn to local markets for new hires

Wealth management firms in Asia are ramping up domestic recruitment due to rising demand by Asian clients for advice from managers with local knowledge, language skills and cultural understanding.

US introducing RDR ‘through the backdoor’

North America | 21 Sep 16

US introducing RDR ‘through the backdoor’

Recent moves in the US suggest that the country is bringing in its own version of the retail distribution review “through the backdoor”, according to Capgemini Consulting’s Rod Bryson.

Advisers losing out due to customer experience not price

Best Practice | 21 Sep 16

Advisers losing out due to customer experience not price

Advisers are losing business because they are failing to provide clients with a good customer experience, not because other companies are beating them on price, according to Rod Bryson, principal – wealth, long-term savings and insurance at Capgemini Consulting.

Half of cross-border advisers move towards recurring income

Best Practice | 1 Jun 16

Half of cross-border advisers move towards recurring income

More than half of the financial advisers across international markets are transforming their business model away from upfront remuneration towards more recurring revenue streams, according to new research from Old Mutual International.

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Published by Money Map Media – part of G&M Media Ltd Copyright (c) 2024.

International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.