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


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


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