Wealth managers in the Asia-Pacific region face data, governance and employee-engagement challenges when adopting AI-driven personalization. If they can avoid these roadblocks, the potential rewards are considerable. It is likely that all businesses involved in the wealth management sector may ultimately need to invest in an artificial intelligence capability if they want to be competitive…

As part of our ongoing research across the wealth management industry, we frequently speak to relationship managers (RMs) about their top-of-mind issues. These days, the conversations invariably touch on sustainability – and especially on how wealth managers can meet their clients’ growing desire for investments that make a positive difference for people and the planet.…

The wealth management opportunity in APAC is huge and growing. Rewards are likely to flow to wealth managers who realize the potential of artificial intelligence-driven personalization. The Asia-Pacific (APAC) region is seeing a surge in investable assets, with the wealth of high-net-worth individuals growing in double-digits in some markets such as China, Taiwan and Hong…

I recently participated in a panel discussion as part of Aite Group’s Digital Innovation in Wealth Management Executive Forum: The Future is Now. The discussion focused on how technology, emerging digital capabilities and changing mindsets are influencing the future direction of wealth management advice in the digital “new normal”. I wanted to take this opportunity…

What could the workplace and the nature of work itself be like for the asset management industry as we emerge from the pandemic shutdown? How could the industry begin to reconsider the use of their office space? These are just a few of the questions asked in our new report, “The Future of Asset Management.”…

In today’s volatile post-pandemic environment, the possibility that a counterparty may default is one of the biggest risks that investment banks need to manage. This reality was underlined in April by the large losses incurred by some industry players during the collapse of Archegos Capital, totaling to around $10bn in a matter of days.[1] Those players…