Wealth Management
Advisers face ‘battering’ over China regulations
China’s new asset and wealth management guidelines will likely trigger a fresh wave of consolidation despite some recent revisions, according to Andrew Xia of Noah Holdings, a private Chinese asset management service provider.
Investment | 4 Jul 18
DFM behemoths blamed for widening trust discounts
Wealth managers have been accused of rapidly moving away from the investment trusts sector creating wide discounts in some parts of the market.
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.