Managers of Wealth

What does the future hold for wealth managers in Asia?

Competition has been driving down the fees.

The Rise Of Bionic Wealth

And herein lies the looming crisis for the industry: according to a 2015 report by PwC, asset attrition rates exceed 50% in intergenerational transfers of wealth.

Robo-Advisors to Target High Net Worth Individuals Through Innovative Business Models

The robo-advisors are constantly being upgraded and modified to serve the ever-growing needs and markets.

Impact investors keen on South Asian markets, hints GIIN survey

According to the GIIN survey, respondents committed a total of $15.2 in 2015 and are likely to commit $17.7 billion in 2016

Scientists, investors seek to identify financial risks of climate change

Representatives of BlackRock, the world’s largest asset management company, World Bank Treasury, Swedish pension fund AP2, Nordic bank SEB and Norwegian bank DNB would be among those on an advisory board

Digital transformation pushing asset managers to passive, data-driven investments: Moody's

The ratings agency noted that the biggest digital disrupters to the asset management industry will be the rapid growth of "strategic beta," the rise of robo advisors and the increasing use of big data.

Big Law Firms See Strongest Revenue Gains Since ’08, Survey Finds

Despite some turmoil in the legal industry, the Citi law group report found that the rates lawyers charge for their work climbed 3.2 percent in the first quarter from a year ago.

60 per cent of wealth managers under threat from superior technology, reveals Delphix

Asset managers need to develop their use of technology to continue attracting and retaining clients

Product Differentiation Remains Key To Getting On Fund Lists

Having the right product fit and how to differentiate their funds from peers were among the key challenges cited by asset managers.

Technological Advances Changing the Way Providers Address Wealth Management Solutions

According to the latest research from Cerulli Associates, a global analytics firm, technological advances are pushing providers to keep up with investor expectations, and, ultimately, be the center of their clients' financial lives.

Too big to fail: Is platform tech about to crumble?

Experts say the consolidation of the market is a result of the increasing complexity of regulatory compliance

Isle of Man welcomes drive towards global anti-corruption standards

The Chief Minister explained: “If we are ever to defeat corruption, every nation needs to sign up. We need action, not fine words.”

White Paper The role of wealth management in serving millenials

This means that they represent an essential client-pool for financial advisors and a vital acquisition/retention opportunity for credit unions.

Global wealth managers compete for up to US$200b in revenue as shifting client expectations and technology drive transformation

Firms that fail to make strategic investments to deliver a superior client experience may risk losing a substantial portion of their current business, the report finds.

Research