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Wealth Management

Vietnam As The New Wealth Management Market

Currently the fastest-growing economy in Southeast Asia, Vietnam’s technological prowess and unexplored prospects present a host of opportunities for foreign investors. Along with the rise of new fintech companies, there has been spectacular growth in the wealth management sector in the country.
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What Does Golf Have In Common With Wealth Management?

While golf and wealth management may seem unrelated, they share common principles that can lead individuals to financial success. Upon closer examination, it becomes clear that there are valuable lessons that golf can teach us about achieving financial success. So tee up your financial journey and swing for the green of wealth management success.
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Wealth Management In 2023: Growth Less Than Expected

If you look at the predictions from a few years ago about the size of the assets that the asset and wealth management (AWM) industry will manage today, you'll realize that some predictions simply aren't coming true.
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Digital Onboarding In Wealth Management For HNWIs & UHNWIs

Ultra High Net Worth Individuals (UHNWIs) and High Net Worth Individuals (HNWIs) can no longer ignore the technological shift in wealth management — digital onboarding — in an era where digital transformation is redefining industries. It is a pivotal shift in financial services and business operations that combines efficiency, security, and personalization.
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Hybrid Model Of Wealth Management For Family Offices

Is it better to build an in-house investment team or to outsource the whole investment management process? For many family offices, combining internal and external expertise is often the most effective way to reach success.
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Wealth Management Strategies And The Importance Of ESG

As wealth management strategies evolve, the integration of ESG factors is becoming increasingly important. Biodiversity, an important ESG element, is central to a sustainable future. Wealth managers can now integrate biodiversity into their investment strategies. This article explores the link between asset management, ESG, and biodiversity.
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Why Are Independent Asset Managers Important For Affluent Families

Within the late great generational wealth transfer, more than 18'000 ultra-high-net-worth (UHNW) families were passing on assets to Gen X and millennial inheritors in the US, as the New York Times noticed recently. Thus, wealthy families have been turning to Family Offices. Still, the Family Office is not the last stage of wealth management development.
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Wealth Management In South Africa: $85 Billion AUM

The ‘Big 5’ wealth markets in Africa—South Africa, Egypt, Nigeria, Kenya, and Morocco—together account for 56% of Africa’s high-net-worth individuals and over 90% of the continent’s USD billionaires. South Africa, and mainly Johannesburg, is the leading wealth management hub in Africa, with assets under management of just over USD 85 billion, according to the latest Africa Wealth Report 2023.
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