Today’s Top Story
Business models OPINION
Adapting the lessons of retail to wealth management
Both luxury and consumer retail outlets offer valuable lessons for wealth managers, with data-driven insights key to taking engagement to the next level. Rapid digitalisation of the global economy has forced industries to meet shifting consumer behaviour. Retail is a...
read more
Highlights
The changing role of relationship managers
The role of the relationship manager in wealth management is professionalising, with...
read more
Creativity over conflict key to asset growth
Obsolete technology and hierarchical organisational structures are holding back innovation in asset...
read more
Coutts’ investment captain plots path to growth
In his new role as head of investments at Coutts, Fahad Kamal...
read more
Videos
Events
Latest Analysis and Opinion
Digital and Tech OPINION
Helping wealth managers wade through the data
While financial firms are busy deploying technology to enhance their business models,...
read more
Asian portfolios in focus
Michael Blake, chief executive for wealth management Asia at Union Bancaire Privee,...
read more
Continue reading
Traditional investments
OPINION
April 15, 2024
The enduring benefits of value stocks in a growth-focused market
Numerous studies have shown that value stocks tend to outperform growth stocks over extended periods,...
read more
April 12, 2024
Engaging with the next generation of family wealth
Despite succession planning being high on their agendas, many families are failing to do enough...
read more
Digital and Tech
OPINION
April 11, 2024
Empowering wealth managers with generative AI
Generative AI has the potential to completely transform the way financial businesses operate and connect...
read more
April 11, 2024
Searching for Asia’s ‘secret source’
Chetan Sehgal, emerging market equities expert at global funds house Franklin Templeton, shares his views...
read more