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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

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

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

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

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

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

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

Transparency rules will drive growth of assets under management

  • Author: Silvana Amparbeng
  • Published: 13 Jan 2017

A reform in management fees driven by Customer Relationship Model Phase 2 (CRM II) in Canada, and MiFID II in Europe will encourage the uptake of professional investment advice, writes Silvana Amparbeng, wealth management analyst at Verdict Financial.. read more

UK financial advisors are quick to change their investment platforms

  • Author: Nicole Douglas
  • Published: 13 Jan 2017

Nearly one in two UK financial advisors reviews their relationship with investment platform providers every year to encourage brand loyalty, writes Nicole Douglas, wealth management analyst at Verdict Financial. read more

ETFs/ETPs creeping up the popularity ladder among wealth managers

  • Author: Bartosz Golba
  • Published: 9 Jan 2017

Bartosz Golba head of wealth management content at Verdict Financial comments on the rise of ETFs and ETPs. read more

Market volatility driving financial advice uptake among wealthy investors

  • Published: 9 Jan 2017

Turbulent market conditions are driving the uptake of financial advice among wealthy investors who seek better returns, writes Ouliana Smith, head of content at WealthInsight. read more


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