Why would investors switch their financial advisor?
Take a closer look at investors’ relationship with their relationship manager. What is it they want in an advisor and what would make them leave for another? Who are so-called ‘Loyals’ and ‘Switchers’? And how do investors with financial advisors really feel about the use of artificial intelligence in the advisory process?
Why do people invest?
Why, how, and in what do people invest? We surveyed 1400+ affluent-to-UHNW investors across 10 countries in Europe and Asia to find out. Explore the fundamentals of investor behaviour in our latest research and see how these insights can help guide your organization.
Non-bankable assets - investing in a new era
Wealth management redefined with AI
With the apparent advantages of using data-driven insights to develop their business, many wealth managers are beyond the point of just thinking about data science. This report helps wealth managers with examples of tangible AI use cases and explains how the initial challenges in data science projects can be overcome.
Client reporting and the future of wealth management
Webinar: Achieving Value at Scale
How can manager-client interactions be improved? In this webinar, our expert panel explores ideas and solutions of how to overcome these challenges in order to improve manager-client engagement.