Is An Increasingly Digitised Experience A Threat To Loyalty Or The Key To Loyalty?
It’s the best experience that will afford wealth management firms a competitive edge.
Comment & Analysis
5203 articles found
Wealth management will see an AI revolution in 2022
Overnight, the pandemic made digital the primary channel for clients to engage with their wealth manager and adviser, and they like it.
3 Key Trends Transforming the Swiss Wealth Management Industry
These ecosystems allow for the exchange of data and services within and outside the wealth management industry.
Has The Penny Dropped?
The volatility and complexity of the US labour market data beg the question as to how the Fed is supposed to decide about the appropriateness and objectivity of its monetary policy when the quality and accuracy of the data is so open to question.
The WealthiHer Network Doubles Growth
This month alone, The Network has secured three new investment firms with a combined £50.1 billion assets under management a year.
Managing the downturn
The Bank of England hiked a further 25bp as expected last week, but with four out of nine committee members voting for a 50bp
How wealth management technology solutions are changing the industry
Wealth Managers were also tasked with strengthening their operations and increasing their productivity amidst decreasing profits and rising regulations in the industry.
Investors are waiting for the right opportunity: UBS
UBS’ Investor Sentiment Survey found that UAE investors were concerned about the pandemic, rising healthcare costs and the global trade conflict
Financials: rising rates & digital opportunities by UBP
The bank of tomorrow will be more digital, faster and cheaper, and will also require regulation to protect consumers who are chasing competitive pricing and convenience. Innovative incumbent banks are well-positioned for the future.
Investors plan to stay invested amid concerns – UBS
Investor optimism took a 7% dip since last quarter, with US investors expressing concerns about inflation, and for good reason.
The changing face of banking – how sustainability and inclusion are reshaping the industry
In 2020, the banks received a wave of sympathy and gratitude because they, along with the Finance Department and the National Bank, got Covid-19 loans up and running so quickly.
The Paradox of the Small Swiss Private Bank
The small institutes, on the other hand, have to contend with high operating costs.