Tag Archives: Wealth managers

For Wealth Managers, Off Year Sparks Opportunity to Reignite Growth

19 Jun
Wealth Managers

In a Rapidly Shifting Environment, Players Must Invest in Product Innovation, Advanced Analytics, and Digital Tools to Extend Reach, Personalize Service, and Differentiate Offerings, Says New Report by BCG BOSTON, June 20, 2019 /PRNewswire/ –With the steady rise in global personal financial wealth having come to a sharp halt in 2018, wealth managers must reinvent their business models […]

Singapore Wealth Industry 2017 Sizing the Market Opportunity

07 Apr
Singapore wealth industry

“Wealth in Singapore: Sizing the Market Opportunity 2017” analyzes the Singaporean wealth and retail savings and investments markets, with a focus on the HNW segment. The report is based on our proprietary datasets. Singapore is Asia’s pre-eminent offshore investment center, with 80% of the wealth invested in funds sourced from non-residents in 2015. However, the […]

J.D. Power Finds Risks, Opportunities for Financial Advisors in Emerging Affluent Category

06 Apr
Opportunities for Financial Advisors in Emerging Affluent Category

COSTA MESA, Calif., April 6, 2017 /PRNewswire/ — Emerging affluent investors—defined as Millennials1 with $100,000 in investable assets—currently control the largest portion of at-risk assets managed by full service financial advisors, according to the J.D. Power 2017 U.S. Full Service Investor Satisfaction Study,SM released today. Surprisingly, half (48%) of emerging affluent investors currently working with an advisor […]

Tax Efficiency Drives Less than a Quarter of High Net Worth Offshore Investment

25 Jun
businessman-aiming-with-banana

Despite the commonly-held belief that tax considerations primarily drive offshore investment, only 23.2% of global high net worth (HNW) wealth is invested offshore for tax reasons, while 24.1% derives from HNW individuals seeking access to a greater range of investment options, according to financial services research and insight firm Verdict Financial. The company’s latest report […]