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Wealth Management

The Top Four Benefits of Data Visualisation For Wealth Managers

Data Visualisation
Most modern wealth managers have plenty of financial data of multiple types from multiple sources. The key question is: what are they going to do with it? Properly visualising the data is one of the most valuable steps for distilling meaningful insights from it – and ultimately driving superior returns for their clients. Here is why.
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India: A Rising Wealth Management Hub

Wealth Management India
On average, the total number of ultra-wealthy Indians is growing by three every day. Two years ago,there were around 13,000 ultra high net worth individuals (UHNWIs) in India, and this figure is expected to grow to 19,000 by 2026. India’s wealth is no longer concentrated only in Mumbai and Delhi; around 50% of Indian wealth is in the country’s top five cities.
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Meet The Cutting Edge Of Wealth Portfolio Management

Modern wealth managers seek to leverage the latest digital solutions as they continuously refine their strategies. An effective portfolio management system can provide them with a technological foundation for analysing investment performance in real-time and making better, more-informed decisions regarding asset allocation, risk management, and rebalancing. Below we outline what wealth managers can expect from such a solution.
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Six Key Criteria For Assessing Wealth Management Cybersecurity

To streamline their workflows and optimise their results, today’s successful wealth management firms use vast quantities of data covering multiple aspects of their clients’ financial lives, from the values of their portfolios to their personal information.
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How Robo-Advisors Can Help Human Wealth Managers

Robo-Advisors
Automated, algorithm-driven investment platforms, commonly known as robo-advisors, have emerged as a convenient solution for portfolio management. While able to serve as an alternative to human financial advisors for fee-sensitive clients preferring a do-it-yourself approach, robo-advisors can also provide a valuable tool for traditional, relationship-driven wealth management firms to provide superior services. This article describes how.
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The Top Four Family Office Use Cases For AI

Family Office AI
Wealthy families and their advisors face the challenge of handling complex information from diverse sources, including investment managers, lawyers, and accountants. Artificial intelligence (AI) is emerging as a powerful ally, aiding in extracting valuable insights from this information overload and facilitating clear communication within family offices. Below we outline the top four family office use cases for AI and what to remember when embracing them.
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Understanding Asian’s Emerging Wealth Management Landscape

Asian business founders and wealth owners are ageing, and more of them than ever are transferring their assets to younger family members in what has been dubbed the Great Asian Wealth Transfer. This trend is setting the stage for private wealth management advisers and banks to shine through comprehensive estate and legacy planning.
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What Is Wealth Data Virtualisation?

Data Virtualisation
The ability to extract actionable, real-time insights from multi-source data is an increasingly important success factor for wealth management businesses. Here we introduce data virtualisation as a way for them to build this ability and why they should consider adding it to their digital tool belt.
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