Three thoughts on the rise of retail investors
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...
Three ways to reduce attrition of HNW investors
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...
How to serve clients across different wealth tiers
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 ...
Thoughts on key investment operations trends for 2022
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...
Brand is who you are, not what you sell
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 ...
Why digital assets strategies are still needed
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...
Some thoughts on FinTok and financial education
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...
T+1 will be here sooner than you think. Get ready now.
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...
Europe’s mass affluent market—a tough but rewarding nut to crack
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...
A fresh perspective on Asia Wealth Management
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...