Another report finds Asia UHNWIs are poorer
A report on Tuesday found the total net worth of ultra high net worth individuals (UHNWIs) around the world fell…
Millennials drive sustainable investing adoption rise in US
An overwhelming majority of affluent individual investors in the US, predominantly millennials, are now keen to embrace sustainable investing strategies. The findings are from a study by Morgan Stanley, which…
16 Sep 2019
Robo-advice increases market share amongst UK investors
Uptake of robo advisers among the UK’s mass affluent individuals is on the rise. This is clearly a result of players in this space continually expanding their propositions to meet…
28 Aug 2019
Strengthening personal relationships will help retain HNW clients
As innovative business models emerge in the wealth management industry, retention is becoming increasingly challenging for wealth managers, according to a report published by Ernst & Young in May 2019.…
31 May 2019
Five facts about HNWI asset allocation to property
With property markets in flux, Private Banker International looks at HNWI property investment as an asset allocation and asks whether HNWIs should, or are even able to, invest in bricks…
18 Apr 2019
Brexit uncertainty results in lowest UK investment growth
UK retail investors suffered in 2018, as major asset classes either fell in value or saw minimal gains. Political uncertainties ranging from Brexit to the US-China trade war took their…
01 Feb 2019
China’s robo-advice space leads the way
China is a dream come true for robo-advisors: strong consumer demand, a rapidly rising middle class, and a shift towards investment products outside of deposits make the country an ideal playground…
01 Feb 2019