All articles by GlobalData Financial

Advisors should keep an eye on France’s savings option

Swiss HNW investors work closely with wealth managers

Despite Brexit, MiFID (II) is here to stay

Silver investing: How aging can be profitable

Here’s why mass affluent Kiwis are increasingly attractive to banks

Focusing on the mass affluent investor segment is more of a priority for banks in countries with a decelerating property market such as Australia, Canada, and New Zealand, according to GlobalData Financial Services

Australia is hot property among Chinese investors

The Chinese wealthy invest 35% of their wealth overseas, the bulk of which is in property. While this is good news for real estate agents, it also means that onshore as well as offshore investment providers are losing out, according to GlobalData Financial Services

Active ETFs to gain more popularity among the wealthy

Actively managed ETFs are rapidly growing in popularity, and the high net worth (HNW) segment is not immune to this trend and it is clearly an area wealth managers cannot afford to ignore, according to GlobalData Financial Services

The only way is up: Demand for investment services is expected to climb

When it comes to managing their wealth, HNW individuals most often seek the advice of a professional to make investment decisions and ensure their portfolio stays on track. With wealth managers around the world expecting demand for investment services to increase over the next year, they will do well to adapt their proposition to cater to the range of HNW investor needs, according to GlobalData Financial Services

Personalised wealth management finds a partner in big data

Big data is much more than just a way to put people into a box. In fact, recent developments in software analytics allow data to deliver unique services to satisfy each client’s preferences, according to GlobalData Financial Services

Advisers need to target female investors to increase assets under management

No matter where your advisory practice is in the world, you will find that most HNW individuals are male. However, this is bound to change. The number of female millionaires is fast increasing and customising the service proposition to target this growing segment is a great opportunity for wealth managers to grow their assets under management, according to GlobalData Financial Services