Asian wealth surges ahead while US cools - Capgemini report 23/06/2016 Wealth in Asia-Pacific grew ‘aggressively’, propelling it past North America to claim the top spot for both High Net Worth Individual (HNWI) wealth and population for the first time according to the Capgemini World Wealth Report 2016.
This year’s report also highlights how wealth management firms are “missing the mark when it comes to digital maturity”, and revealed that over half of firms’ net income could be at risk due to client attrition caused by lacking digital capabilities.
thewealthnet's referendum refresher 23/06/2016 The historic EU referendum voting day is nearly upon us. We have put together a timeline of all the key stories we have covered on thewealthnet in the run up
Old Mutual Wealth makes financial planning acquisition 15/06/2016 Old Mutual Wealth Private Client Advisers, the appointed representative of Intrinsic offering restricted financial planning services that leverage Old Mutual Wealth’s investment capability across Quilter Cheviot and Old Mutual Global Investors, is to acquire financial planning firm, DQS Financial Management.