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Wealth Management

Analytics In Wealth Management: The Most Important Things To Know

Analytics plays a central role in wealth management by providing advisors with insights into client needs, preferences, and behaviors. By analyzing data from multiple sources, advisors can gain a more complete understanding of their clients' financial situation and develop more personalized investment strategies. What is the role of analytics in wealth management, including its benefits and future potential?
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How To Manage Wealth Of UHNWIs Across Generations?

The gap between older and younger generations' financial ideologies widens as the financial landscape changes. It is the result of technological advancements and shifting global economies. For UHNWIs and HNWIs, understanding and navigating this generational wealth and differences isn't just a matter of family harmony—it's crucial for the effective management and growth of their vast assets.
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Biggest Challenges For Wealth Management Industry In 2023

The great wealth transfer from one generation to the next—experts predict that until 2060, around USD 60 trillion will move from older generations to younger ones—together with the digitalization degree our world has never seen before are the main factors in the biggest challenges for the wealth management industry. Including demography, millennials will soon become the majority of global wealth holders. The firms must start working on understanding the needs and desires of younger generations.
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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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