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Can the wealth management industry embrace technology in the race for alternatives?

Christian Kent Managing Director, Financial Services & Technology at Houlihan Lokey

Can the wealth management industry embrace technology in the race for alternatives?

Individual investors hold 50% of the estimated $280 trillion of global assets under management, though their allocation to private capital is just 16% and, in some segments, materially lower. Until recently, private investors had scorned greater allocation due to structural barriers: high minimum investment thresholds, the need and expectation of ...

16 May 2023 /wealth

Wealth management: Evolving the role of wealth advisor for a digital future

Paige McNamee Senior Reporter at Finextra

Wealth management: Evolving the role of wealth advisor for a digital future

Expectations of both the relationship manager and the customer are shifting. The typical investor profile is not only evolving, but bringing with it a host of new demands rooted in the expectation that services are instant, personalised, and offer a pleasantly seamless customer experience. The role of wealth manager leans fairly heavily on sales a...

11 April 2023 /wealth

Is the future of the wealth management industry here?

Liz Field Chief Executive at PIMFA

Is the future of the wealth management industry here?

If I were ask you to conjure up an image of the wealth management industry, it would come as little surprise if you were to describe wood panelled offices and pinstriped suits. To describe the sector as one of the most traditional within the City of London’s Square Mile, whether that reputation was deserved or not, certainly until a few years ago,...

27 March 2023 /wealth

Six questions to ask yourself on investment risk

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Six questions to ask yourself on investment risk

It is easy to be seduced by the potential upside for an investment. If the market for electric cars is growing, surely Tesla is a good investment? Or if stay-at-home fitness is the latest trend, Peloton shares are likely to fly. If inflation is soaring, gold must be a good bet, or if interest rates are rising, it’s the time to buy banks. This migh...

03 August 2022 /wealth

Regular vs lump-sum investing: Which is right for you?

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Regular vs lump-sum investing: Which is right for you?

Choosing whether to invest larger sums infrequently, or smaller sums frequently, may not seem like an important decision, but each approach can lead to profoundly different results. There are two main routes into financial markets. Investors can drop in large sums in one go or they can drip feed money into the market via regular savings. Few people...

28 June 2022 /wealth

Getting the right balance for your ISA investments

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Getting the right balance for your ISA investments

Investors will often spend a lot of time and effort choosing the right investments for their ISA each year, but existing portfolios don’t always attract the same level of attention. This can lead to your ISA portfolio becoming unbalanced, ill-prepared for changes in market direction and out of sync with your long-term financial goals. A well-consi...

08 June 2022 /wealth

Early birds reap the benefits from tax-free savings

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Early birds reap the benefits from tax-free savings

Often how you invest is as important as where you invest. Many investors know about the importance of using their ISA allowance but fewer think about using it early. If you’re serious about investing for the future, getting an early start can make a real difference to your wealth. Tax efficiency can add up over time Using their ISA allowance eac...

23 May 2022 /wealth

Taking control of your money: Cash might feel reassuring but growth means investing

Marco Mottadelli Head of Global Brokerage at Fineco Bank

Taking control of your money: Cash might feel reassuring but growth means investing

Cash can be comforting; put £10,000 in a savings account and when you need it, you’ll get £10,000 back, possibly with a little interest. Against this apparent stability, it’s perhaps understandable that people don’t want to take a chance on an unpredictable stock market, where the value of your money can depend on everything from interest rates to...

26 April 2022 /wealth

The wealth advice revolution is here, how will you adapt?

The wealth advice revolution is here, how will you adapt?

While the wealth management sector has been something of a laggard when it comes to technology and innovation, changes in the financial services world related to regulation, compliance, competition, and client expectations mean that the sector has reached a tipping point, and the time to evolve has arrived. At a fundamental level, wealth managemen...

18 March 2022 /wealth

Digital assistants: Alleviating burdens permeating wealth management

David Wilson Senior Business Development Manager at Objectway

Digital assistants: Alleviating burdens permeating wealth management

By 2030, according to multiple management consulting firms, advisers will gradually shed their role as investment managers and become more like wealth coaches who advise clients on their financial wellness needs more broadly. In order to profitably serve customers, wealth firms will need to be radically leaner than they are today and set a rising ...

07 February 2022 /wealth

The future of wealth management: Benefits of innovation and digitisation

Hamish Monk Reporter at Finextra

The future of wealth management: Benefits of innovation and digitisation

This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is available for download via Finextra Research. Traditional and established wealth management operating models are increasingly under existential threat. Today’s investors do not want quarterly paper statements. They want instant access to their portfol...

01 December 2021 /wealth

The future of wealth management: Hybrid advice, hyper-personalisation, and holistic services

Níamh Curran Senior Reporter at Finextra

The future of wealth management: Hybrid advice, hyper-personalisation, and holistic services

This is an excerpt from Finextra's Research report 'The Future of Wealth Management 2022,' and is available for download via Finextra Research. Hyper-personalisation has always been an important aspect of wealth management. Clients would meet with their wealth managers over coffee or dinner to discuss a personalised print-out of their investments....

24 November 2021 /wealth