After launching two years ago, Click & Invest by Investec has become the latest robo-adviser to be terminated. Players should take note of where Investec …
In Singapore, retail investors’ significant deposit holdings limit overall wealth growth while contributing little to wealth managers’ fee income. A greater focus on investor education …
Wealth managers need to provide clients with liquidity or see more of their assets under management (AuM) tied up in cash, says GlobalData. HNW investors’ …
Renowned ‘free’ stocks and shares trading platform, Robinhood, whose reputation was largely built on cryptocurrency, has applied for a charter to introduce traditional banking products …
As competition continues in the wealth management market and revenue growth slows, traditional wealth managers aim to find new avenues of growth. Goldman Sachs has …
With a proliferation of robo-advisors in the market, major brands are beginning to innovate in an effort to stand out. Charles Schwab has adapted its …
HSBC’s tie-up with BlackRock Aladdin shows competition is heating up in the wealth management tech space, says GlobalData. Private wealth managers are increasingly in an …
The sale of Westpac’s financial arm to Viridian Advisory is a good move for the struggling Australian lender says GlobalData Financial Services. Westpac Banking Corp is …
Baby boomers and older consumers may not be as digitally-savvy as the younger generations, but they still want digital investment services GlobalData finds. According to …
Technology is increasingly being incorporated within the wealth management industry, from robo-advisors to AI-enabled chatbots. However, the need for human financial advice will not be …
Investor visa support is paramount when targeting Indian HNW investors June 11, 2019 GlobalData Financial Services 
PBI Sample Edition: Next-Gen Wealth Transfer June 10, 2019 Verdict Staff 
How the complex income of HNWIs can lead to mortgages rejections June 7, 2019 Alpa Bhakta 
