Today’s Top Story
Business models OPINION
Adapting the lessons of retail to wealth management
Both luxury and consumer retail outlets offer valuable lessons for wealth managers, with data-driven insights key to taking engagement to the next level. Rapid digitalisation of the global economy has forced industries to meet shifting consumer behaviour. Retail is a...
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Highlights
The changing role of relationship managers
The role of the relationship manager in wealth management is professionalising, with...
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Creativity over conflict key to asset growth
Obsolete technology and hierarchical organisational structures are holding back innovation in asset...
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Coutts’ investment captain plots path to growth
In his new role as head of investments at Coutts, Fahad Kamal...
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Videos
Events
Latest Analysis and Opinion
Digital and Tech OPINION
Helping wealth managers wade through the data
While financial firms are busy deploying technology to enhance their business models,...
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Asian portfolios in focus
Michael Blake, chief executive for wealth management Asia at Union Bancaire Privee,...
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Traditional investments OPINION
The enduring benefits of value stocks in a growth-focused market
Numerous studies have shown that value stocks tend to outperform growth stocks...
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April 12, 2024
Engaging with the next generation of family wealth
Despite succession planning being high on their agendas, many families are failing to do enough...
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Digital and Tech
OPINION
April 11, 2024
Empowering wealth managers with generative AI
Generative AI has the potential to completely transform the way financial businesses operate and connect...
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April 11, 2024
Searching for Asia’s ‘secret source’
Chetan Sehgal, emerging market equities expert at global funds house Franklin Templeton, shares his views...
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April 10, 2024
The future of wealth: women, next gen and Asian clients
Global wealth managers must bolster digital channels and invest in financial planning resources to take...
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