India’s growing ranks of investors are looking for personalized and professional financial services and advisors who are willing to go the extra mile.
The wealth market in Latin America is growing. However, succeeding in the region requires an understanding of key strategies and nuances that help generate and sustain new client relationships.
We need to make people’s lives easier. By following these simple lines out of Amazon’s playbook, wealth managers can build and retain a practice that will be more fulfilling and able to adapt through time.
Financial industry insiders across the globe expect the investment climate for 2019 to be affected by three primary conditions. They include: rising interest rates in key markets, uncertainties surrounding the US-China trade war, and slow emerging market recoveries.
Wealth managers can distinguish themselves from other financial advisors, and compete more effectively by focusing in on their unique role and effectively targeting their ideal clients.
Retaining and gaining new clients requires financial advisors to focus on meeting clients’ service expectations and more.
The rise of high-net-worth, affluent and retail investors in Asia and other emerging markets has sparked the need for new financial products. Among the most popular are those that reflect strong consumer protection rules and can be sold across jurisdictions.
Today’s financial advisors are seeking out distributors that can demonstrate the ability to provide more than just product. Today’s successful distributors are delivering strategy, information and value in other ways to their partners.
As the digital transformation of the financial industry accelerates, wealth managers who embrace the change will find new opportunities and continue to prosper with their clients.
In addition to affluent expats, the very wealthy have taken notice of the many advantages the UAE offers. Dubai in particular has become a magnet for ultra-high-net-worth individuals.
