Wealth Management
Best Practice | 27 Jun 18
Wealth managers ‘taking advantage’ of clients’ trust
Half of UK investors don’t know what they are being charged by their wealth manager, according to UK discretionary manager Netwealth.
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.
Alternatives | 18 May 18
Online wealth management booming in China
Robo-advice and wealth management mobile apps are taking off in China, with a report from Boston Consulting Group showing online wealth management services have experienced 50% annual growth over the past five years.
Asset management chiefs share six industry concerns for 2018
The asset and wealth management industry is about to usher in a period of disruption, with cyber security threats a big concern, chief executives across the sector have warned.
Investment | 30 Oct 17
Regulation to drive passive boom in 2018
Regulatory change could continue the boom in demand for passive strategies, according to a survey by KPMG and Blackrock.