What drivers are shaping the future of wealth management and advice across Europe? Our recent research study, Creating the wealth management firm of tomorrow, conducted jointly with PIMFA aimed to provide some answers. In the underlying survey, we asked C-Level industry executives…
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“The global capital markets system is at an inflection point. More than ever, retail investors need a responsible capital markets ecosystem. The industry has an opportunity to address this need, and the time to begin is now.” The Future of Capital Markets:…
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In our recent report, Empowering relationship managers: The tools they need to succeed, we made the point that wealth management firms in Asia have set ambitious growth goals that most are unlikely to meet—unless, that is, they also tackle the productivity challenges…
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As a firm and individually, we have been actively studying the use of artificial intelligence (AI) in wealth management—and more specifically how investment advice generated through AI is sought out and applied—for the past three years in its many different applications across…
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The move to a T+1 settlement cycle in the US capital markets is now less than two years away. Currently being expected for Q3 of 2024, it’s a profound change that will see trades across several equity and fixed income products switch…
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European wealth management firms are being presented with a rare opportunity: the next wave of evolution and growth of the mass affluent market. While this could offer significant potential growth for these firms, realizing it will not be a simple matter. Clients…
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In recent weeks, an array of bad-news stories has led some commentators to predict the demise of cryptocurrencies and other digital assets. These stories include the collapse of the algorithmic stablecoin USTC and its sister token LUNA—costing investors tens of billions of…
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Mortgages. Student loans. Tax allowances. Investment strategies. Credit card debt. Pensions. Buy-now-pay-later offers. When you’re fresh out of college and starting a new chapter, the world of financial services can be a very confusing place. One where, despite years of education in…
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There is no doubt that Asia could offer great growth opportunities in wealth management—for both local players and international firms. Just consider for a moment the economic strengths and dynamic developments across a variety of different countries and markets that are driving…
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These days, it’s almost a cliché to say that the asset management industry is facing unprecedented change in scope, scale and pace. But there happens to be some truth in it. I believe that there are three interrelated drivers that account for…
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There’s an enormous wave of new investors who are currently changing the brokerage industry in the U.S. Last year alone, it’s estimated that one-third of the U.S. stock market trading was initiated by...
Two striking statistics emerged from Accenture’s recent Wealth Management Consumer Report: Almost 90% of High Net Worth (HNW) investors from our survey with $10 million or more in personal wealth, fel...
Over the past eighteen months, we’ve seen some of the biggest global players and mid-tier firms in wealth management announce major changes to their wealth strategies and operating models. The common ...
These days, it’s almost a cliché to say that the asset management industry is facing unprecedented change in scope, scale and pace. But there happens to be some truth in it. I believe that there are t...
Talk to an asset management professional who has been in the business over time, and they’ll tell you about an era where an asset management firm’s brand was rarely discussed. That seems like ancient ...
In recent weeks, an array of bad-news stories has led some commentators to predict the demise of cryptocurrencies and other digital assets. These stories include the collapse of the algorithmic stable...
Mortgages. Student loans. Tax allowances. Investment strategies. Credit card debt. Pensions. Buy-now-pay-later offers. When you’re fresh out of college and starting a new chapter, the world of financi...
The move to a T+1 settlement cycle in the US capital markets is now less than two years away. Currently being expected for Q3 of 2024, it’s a profound change that will see trades across several equity...
European wealth management firms are being presented with a rare opportunity: the next wave of evolution and growth of the mass affluent market. While this could offer significant potential growth for...
There is no doubt that Asia could offer great growth opportunities in wealth management—for both local players and international firms. Just consider for a moment the economic strengths and dynamic de...
