11/21/2019
These wealth practitioners shared their views on the challenges created by the handover of wealth, the new and evolving demands of younger HNWIs, and what the transition means for advisers and the services they offer.
10/29/2019
The research also showed only half the owners of wealth surveyed were considering increasing asset allocations into green and sustainable finance, and the enthusiasm for doing so is being driven by the younger generation (under-40s).
10/29/2019
Despite this positive change in attitude, Wealth Managers named regulation, internal resources and expertise as the main contributors preventing them from evolving their offering.
10/28/2019
In terms of how wealth managers plan to improve their digital propositions, 57 per cent are partnering – or are planning to partner – with specialist technology firms, while 22 per cent intend to build in-house solutions.