Wealth professionals across Europe are unanimous on the key drivers for choosing their providers
Europe-based wealth professionals based across 12 countries affirm “quality of service” as the most important criteria in selecting a preferred…
Thought Leaders
Wealth professionals across Europe predict increasing appetite for Unit-Linked life insurance
More than half (57%) of the 677 European-based wealth professionals respondents stated that Unit-Linked life insurance solutions are a good option and that they will always (or whenever possible) recommend…
14 Sep 2020
The Alternative Investment Forum – A Virtual Experience
The Alternative Investment Forum is back for the 12th year in a new, exciting format as a virtual event, with two streams of content across timber and agriculture. The event…
Generation change needs new approaches in wealth management
$32 trillion wealth is forecasted to transfer from baby boomers to Millennials, over the next few decades, meaning that by 2030 Generation Y and Millennials will hold 50% of the…
Keeping the trillions of family wealth: How to win next-generation clients
The coming decade will witness an unprecedented shift of trillions of assets to the generations that follow the baby boomers. Ian Woodhouse, head of strategy and change at Orbium, explains…
03 Sep 2019
Ortec Finance Launches Goal-based Financial Planning Solution
Ortec Finance, a market-leading provider of quantitative modeling software for the global wealth management sector, has launched its goal-based financial planning software – OPAL — on Salesforce AppExchange, the world’s…
The Gains for Robo Advice and Beyond
By Theodore N. Krintas, PhD, Executive Vice President, Profile Software. Regulatory changes and the emergence of digital entrants into the wealth management space have indeed affected the industry in several…
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