Over the past year, capital markets firms were understandably hyper-focused on stabilizing client relationships, guaranteeing employee safety, and keeping operations going during the economic uncertainty COVID-19 brought. Efficiency and caution ruled the day. But now we’re seeing the pendulum increasingly swing in another direction as firms think about how to accelerate growth again. If the…
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…
Many of us find ourselves in motion, as cities open up, we are looking to return to work. Business travel is on the rise again. Regardless of where we go, we’re ultimately anchored to pre-pandemic locations. A large number of us, however, used timing and circumstances (e.g. remote work opportunities, borderless talent and the suburb’s…
