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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

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

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

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

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

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

The comeback-story of Personal Financial Management apps

  • Author: Nicole Douglas
  • Published: 20 Jan 2017

PFM tools may have been beacons of hope for the retail banking industry but their untapped potential left many underwhelmed. But wealth managers have learned from the mistakes of retail banks and are turning the volume up on PFM apps, writes Nicole Douglas, wealth management analyst at Verdict Financial. read more

UK advisors to benefit from erratic Brexit negotiations

  • Published: 18 Jan 2017

In times of trouble good advice is all the more valuable. As the future of the market remains unclear despite the Prime Minister’s most recent speech, the latest numbers suggest wealth managers are going to benefit from further demand for professional investment advice, writes Bartosz Golba, head of wealth management content at Verdict Financial. read more

Boosting cyber security and risk management practices: Are industry collaborations the best way?

  • Published: 5 Jan 2017

Industry collaborations seem to be the most robust way to combat the emergence of new methods of financial crime that have created challenges for regulators, institutions and technology firms alike, writes Ouliana Smith, Head of Content at WealthInsight. read more

Investments with an impact will drive residency programs

  • Author: Nicole Douglas
  • Published: 5 Jan 2017

Residency-by-investment programs are an attractive option for some HNW individuals, but may be designed to the detriment of the country in which the program is available, writes Nicole Douglas, wealth management analyst at Verdict Financial. read more

Robo-advisors and wealth managers, give peace (and partnerships) a chance

  • Author: Silvana Amparbeng
  • Published: 22 Dec 2016

Robo-advisors and wealth managers need to be more friends than foes to battle growing compliance burdens, writes Silvana Amparbeng, analyst - wealth management, Verdict Financial.. read more

ABN AMRO: A re-defined focus for 2017

  • Published: 21 Dec 2016

Jeroen Rijpkema, CEO, Private Banking International at ABN AMRO, comments on how the bank is focusing its private banking efforts on Northwest Europe. read more

RBC Wealth Management: An outlook for 2017

  • Published: 20 Dec 2016

Frédérique Carrier, Director, Head of Equities at RBC Wealth Management looks at the year ahead. read more

A year in review: Coutts

  • Published: 20 Dec 2016

Peter Flavel, CEO at Coutts, looks over the past year for the UK headquartered private bank. read more


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