Are wealth managers making their clients feel special?
In the past five years, the importance of customer experience in wealth and investment management has changed dramatically.
Comment & Analysis
5205 articles found
The Usual Suspects
“The greatest trick the Devil ever pulled was convincing the world he didn’t exist.” - “Verbal” Kint (Kevin Spacey), The Usual Suspects.
The untold story of how one entrepreneur found purpose through philanthropy
Andrew Purdie was an entrepreneur on a mission to grow – until he realized doing good fulfilled a part of him nothing else could.
Assessing the UK’s economic prospects
Among G7 economies, the UK’s is the only one still smaller than before the pandemic.
"30-baggers": why the UK has more than its fair share
There are many “old” economy names among the select group of UK companies which have appreciated in value by 30 times or more.
Why Homes in These Trendy Areas Will Be More Expensive Than Ever in 2023
Many insurers have stopped insuring high-fire-risk homes in California and insurance premiums in Florida increased by 33% last year.
Lighthouse Canton to expand and scale its Greater China client segment
In response to growing demand, Lighthouse Canton is bolstering its Wealth Management team’s capabilities to better service and scale the Greater China client segment.
Swift transition to a weaker dollar
These included far better news, faster than expected, on Chinese growth, receding risks from the natural gas shock on a six to nine-month view and a slowdown in the pace of Fed tightening.
EY’s Advice to Asset Managers Under ‘Acute Financial Pressure’
Everything should be on the table — but it always was, said Mike Lee, the global leader of wealth & asset management at EY.
Asset and wealth management sector is struggling with digital transformation
This finding is in stark contrast to other industries, where digital transformation and a focus on digital experience as a differentiator has become paramount to customer happiness and business survival.
Falling prices for investment properties expected
Top and good locations proved to be more stable in value than peripheral locations.
Will First Boston Get a Chunk of Credit Suisse's Fund Unit?
Specifically, this is assumed to be the Private Funds Group, wholly owned by Credit Suisse and part of the fund business.