wealthmanagers
Over nine in ten (92%) of wealth managers and financial advisors say the number of clients they personally service has increased over the past five yearsMore than six in ten (63%) anticipate further client growth of 20% or more over the next three yearsThe number of clients personally serviced by wealth managers, portfolio managers, financial advisors and financial planners has grown significantly during the past five years and will only continue to grow during the next three years due to the impact of technology and a growing population of mass affluent, according to new global research* from...
ValueWalk
Wealth managers need to adapt behavioural science techniques to boost client engagement and enhance client profiling to improve the investment journey, according to behavioural finance experts Oxford Risk. Q1 2021 hedge fund letters, conferences and more Blending Technology And Behavioural ScienceIt warns that advisers and wealth managers are not making full use of technology which could be harnessed to deliver a powerful approach to suitability and engagement while providing hyper-personalised and self-refining recommendations. Blending technology and behavioural science enables a comprehensi...
ValueWalk
Two experienced financial commentators, Nir Sadeh (Head of Private Banking at Butterfield Bank) and Giles Coghlan (Chief Currency Analyst at HYCM), discuss how UK investors are managing their portfolios during COVID-19, and the popularity of the UK markets.Q2 2020 hedge fund letters, conferences and moreThe UK has become a safe haven destination for investors. Here's why\- Nir Sadeh (Head of Private Banking, Butterfield Bank) Amidst the economic uncertainty caused by COVID-19, wealth managers and investors are looking to markets and assets that are best positioned to protect their capital. One...
ValueWalk
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