11/29/2018

No more ‘smoke and mirrors’ in product propositions

The days of firms having “a secret guy in a back room who knows this or that” no longer exist, and real value now lies in the quality of advisory, and helping clients navigate the impacts of increasingly complex - and often onerous - global ta

11/29/2018

Capgemini’s Asia-Pacific Wealth Report 2018

Satisfaction with wealth managers remains considerably lower than levels in the rest of the world; hybrid-model1 prioritization and closer customer connections are critical to wealth management firms’ success as BigTech disruption looms

11/28/2018

Wealth managers don’t satisfy Asia’s HNW

The satisfaction is even lower for the region’s ultra high net worth (UHNW) segment, or those with investable assets of at least $20m, with only 53.6% of them satisfied with their wealth manager and 44.3% satisfied with the wealth management firm