Points of View & Archive
Not only are the demographics changing, they are also prone to making changes to how their wealth is managed as nearly 30% of HNW clients’ offspring abandon their parents’ investment firm after receiving inheritance.
Insights as a Service can help accelerate speed and scale of data-driven intelligence.
Legacy upgrades, complex regulations, changing client preferences: three problems, one solution – Cloud
Migration to the cloud could provide an efficient way to address all these challenges.
It is important to prioritize agile methods that enable capabilities that are relevant to today’s HNW clients.
A new generation of high-net-worth (HNW) clients – especially those in their 20s and 30s – increasingly count on digital channels for wealth management support.
World Wealth Report 2020
The World Wealth Report is the industry’s leading benchmark for tracking high net worth individuals (HNWIs), their wealth, and the global and economic conditions that drive change in the Wealth Management industry. This edition of the report explores how hyper-personalized offerings and operating model optimization are crucial in today’s extraordinary uncertainty.Download now