Tag: wealth management

New global study among wealth managers and financial advisers reveals client growth is expected to continue over the next three years, due to...

Effective financial management is the backbone of any successful business. It involves much more than just tracking expenses and revenue. Comprehensive financial management includes...

The law provides guidelines for citizens to follow, ensuring the smooth functioning of society. The law also lays down procedures to settle disputes or...

The consideration of Environmental, Social, and Governance (‘ESG’) issues is not new for wealth managers; however, in recent years, it has moved from being a peripheral...

Global private wealth has been growing fast in recent years, exceeding economic growth worldwide. With the number of millionaires reaching 24 million in 2019,...

Use of AI within wealth management has the potential to revolutionise a sector struggling with digital change, but according to Tim Waterton, VP of...

Listed private equity funds have recently been trading at wide discounts to net asset value of more than 20%, despite good investment performance over...

FinTech Innovation Book by Paolo Sironi  A survival guide to WealthTech Business models are changing in profound ways, and the impact of these changes is reaching...

How Robo Advisers, Fintech  Are Revolutionising  Wealth Management. “The financial services industry has been visibly transformed by software over the last 30 years. Practically every...

So why does global wealth intelligence matter and how it relates to your clients? With the advent of big data and analytics wealth intelligence services are...

There are two key reasons why investors should be building up their portfolios now to grow their wealth, affirms the boss of one of...

Do you prefer to work with man or machine? That is the challenge facing the wealth management industry today as customers decide to either...

In part three of this series we turn our attention to the Millennials. As explained in part one, the Millennial Generation was born from...

As we saw in part 1 of this series on the future of wealth in the USA, Generation X was born between 1965 and...

The WMA’s annual Financial Crime Conference will tackle the issues with cutting-edge discussion  Cybercrime has dominated the news throughout the year and is a threat to which no-one...

Recently Deloitte carried out a study into generational wealth, looking at how wealth may shift between the generations over the upcoming 15 years. The...

by Donald A. Steinbrugge, CFA – Managing Partner, Agecroft Partners Each year, Agecroft Partners predicts the top hedge fund industry trends through their contact with...

HedgeThink and Intelligenthq.com are proud to present an inspiring and profound video interview with Paolo Sironi - a thought leader, author, academic, technologist, IBMer...

Wealth. So much power in this world, so much underlying factors and I would say so much emotions. What does ‘wealth’ hide from us nowadays?...

One of the biggest discussion points in the wealth management industry at the moment is what the impact will be of robo advisors on...

Choosing a fund platform can be a more complex decision than you might at first think for both investors and advisors. Often people will...

Wealth management is an industry that is undergoing tremendous change, and there are a variety of influences that are driving this. According to Ed...

Who is a Robo Advisor Investment can be difficult and time consuming, as well as risky. Robo advisors offer a good option for investing, making...

Over the last few years approaches to wealth management have been changing. One such change is the introduction of robo advisors such as the...

Robo advisors have been offering services that were in the past offered by wealth management firms. Some in the wealth management industry have been...