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The only way is up: Demand for investment services is expected to climb

  • Author: GlobalData Financial Services
  • Published: 23 Mar 2017

When it comes to managing their wealth, HNW individuals most often seek the advice of a professional to make investment decisions and ensure their portfolio stays on track. With wealth managers around the world expecting demand for investment services to increase over the next year, they will do well to adapt their proposition to cater to the range of HNW investor needs, according to GlobalData Financial Services. read more

Personalised wealth management finds a partner in big data

  • Published: 14 Mar 2017

Big data is much more than just a way to put people into a box. In fact, recent developments in software analytics allow data to deliver unique services to satisfy each client’s preferences, according to GlobalData Financial Services. read more

Advisers need to target female investors to increase assets under management

  • Author: GlobalData Financial Services
  • Published: 14 Mar 2017

No matter where your advisory practice is in the world, you will find that most HNW individuals are male. However, this is bound to change. The number of female millionaires is fast increasing and customising the service proposition to target this growing segment is a great opportunity for wealth managers to grow their assets under management, according to GlobalData Financial Services. read more

Advisers in the UAE should focus on HNW expats' specialist needs

  • Author: GlobalData Financial Services
  • Published: 10 Mar 2017

The UAE is full of rich expats. While wealth managers in the UAE face a fierce competition, they also have ample opportunity to offer the different groups of wealthy expats and locals their specialist services, according to GlobalData Financial Services. read more

Why wealth managers will find Hammond’s budget boring

  • Author: GlobalData Financial Services
  • Published: 9 Mar 2017

Though Chancellor Philip Hammond’s debut Budget statement may have surprised some with the dividend allowance cut or the improved GDP forecast, it did not reveal anything groundbreaking for UK wealth managers,according to GlobalData Financial Services. read more

Digital wealth management: Not just for children

  • Published: 28 Feb 2017

It’s high time we stop viewing digital wealth management services as tools for the Next Gen clients only. Investors young and old are turning to digital platforms for portfolio oversight and wealth managers looking to ‘wow’ their clients should take the time to truly understand their audience, according to GlobalData Financial Services. read more

Negative yields are putting German investors off the bond market

  • Author: GlobalData Financial Services
  • Published: 28 Feb 2017

Being regarded as a safe investment in times of uncertainty, bonds tend to have a negative correlation to GDP. However, despite the turbulent economic environment in Germany and the wider region, this asset class has had little appeal to investors considering its low and negative yields, according to GlobalData Financial Services. read more

Bank of Singapore and Vontobel’s partnership will attract APAC’s keenest offshore investors

  • Author: GlobalData Financial Services
  • Published: 24 Feb 2017

Bank of Singapore’s recent deal with Swiss lender Vontobel will provide it with a competitive edge by complementing existing HNW regional asset allocation preferences and allowing it to appeal to Asia Pacific’s HNW segment more effectively, according to GlobalData Financial Services. read more

Lessons for offshore investors and banks from the Vancouver property tax experiment

  • Published: 23 Feb 2017

After a huge run-up in prices, Vancouver’s average property prices fell 3.7% in the latter half of 2016. While each market is unique, offshore investors and the banks that lend to them can draw some lessons from Vancouver’s experiment, according to GlobalData Financial Services. read more

Impressive performace by UK fund managers will attract retail investors

  • Published: 20 Feb 2017

UK fund managers have clearly been doing good job, delivering positive returns and growing assets in times of high volatility, and this will not be unnoticed by investors, according to GlobalData Financial Services. read more

Wealth managers – watch how clients behave to improve investment management strategies

  • Published: 15 Feb 2017

Algorithms have made it easier to analyse the stock market and deliver financial advice. As a result, they are now being used to predict investors’ behaviour in order to reduce emotional bias and generate higher returns, according to GlobalData Financial Services.. read more

Mexico’s tax amnesty will ensure one industry is booming in 2017

  • Published: 10 Feb 2017

Mexico is the latest country hoping to cash in on undeclared offshore assets through a generous tax amnesty, which promises to be a success on multiple accounts – with one industry set to benefit in particular.. read more

Collaboration over disruption: Key WealthTech takeaways from Finovate Europe 2017

  • Author: John Schaffer
  • Published: 9 Feb 2017

This year’s Finovate Europe event in London showcased a healthy amount of vendors targeting the wealth space. But have fintech players opted to court the wealth industry’s traditional incumbents over going directly to the clients? John Schaffer highlights the three key takeaways that you need to know. read more

BT closes gap on CBA among Australian IFAs

  • Published: 7 Feb 2017

Commonwealth Bank Australia’s (CBA’s) dominance in the Australian independent financial advisor (IFA) space is being challenged by BT. Platforms must address the friction of serving clients rather than just being a portal to funds at wholesale prices, according to GlobalData Financial Services. read more

Data Centre REITs are bringing innovation to property investments

  • Author: Silvana Amparbeng
  • Published: 2 Feb 2017

Given the growth of the data and cloud computing industry, wealth managers should keep a close eye on Data Centre Real Estate Investment Trusts (REITs) or properties where data is physically stored. They have the potential to appeal to not-so-risk-averse investors seeking alternative and innovative products, writes Silvana Amparbeng, wealth management analyst at Verdict Financial.. read more

Love them or hate them – you can’t ignore robo-advisors

  • Author: Meghna Mukerjee
  • Published: 1 Feb 2017

This month, in our subscriber magazine, we are back to exploring the industry’s favourite topic – robo-advice. Love them or hate them – you can’t ignore them, and they are certainly not being ignored in Germany (you can read more about that in the February edition).. read more

No Golden Egg during China’s Year of the Rooster

  • Author: Oliver Williams
  • Published: 31 Jan 2017

As China’s wealthy weigh up the size of their red envelopes – the traditional gift presented at Chinese New Year – they are likely to be a little lighter as they prepare for a tough year of the Rooster, writes Oliver Williams, head and founding member of WealthInsight.. read more

Why advisers should keep an eye on Latin America’s ultra-wealthy market

  • Author: Silvana Amparbeng
  • Published: 30 Jan 2017

Despite socio-political turmoil in recent years, Latin America is due to see a boost in its ultra-wealthy population, with Argentina leading the race, by 2020, writes Silvana Amparbeng, wealth management analyst at Verdict Financial.. read more

Are real estate investment trusts the security investors need in volatile times?

  • Author: Heike van den Hoevel
  • Published: 24 Jan 2017

Due to their diversification benefits, real estate investment trusts (REITs) make the average portfolio more resistant to turmoil in global property markets, and HNW investors are increasingly turning to REITs, freeing up wealth traditionally locked up in direct property, writes Heike van den Hoevel, senior analyst, wealth management, at Verdict Financial. read more

Decoding the future affluent customer may be a recipe for success

  • Published: 20 Jan 2017

Growing market volatility and reduced profit margins have forced private banks to target client segments providing the largest profits. However, some private banks and wealth mangers have also been targeting individuals with the potential to move into a higher wealth bracket, and that may be the recipe for long-term success, writes Ouliana Smith, Head of Content at WealthInsight. read more


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