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...
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...
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...
How AI could elevate financial advisor performance
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 a...
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...
Testing your sustainability DNA
Leadership teams across Capital Markets increasingly hold responsible values and good environmental, social and governance (ESG) intentions. This is true not only for many of the new products they dev...
Is your technology future-ready? Some thoughts to ensure it is.
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 pro...