07/05/2016

BCG areas for action - part 3: Look good or be good?

In this aspect of wealth management, BCG concludes that the traditional approaches to segmentation, which are based mainly on wealth levels and cost-to-serve models, have passed their expiry date.

07/04/2016

AIIB incompetency

The AIIB also failed to reveal whether it would appoint a replacement or wait for Hong to return, another moot point that may force it to revisit the issue of transparency.

07/04/2016

‘I look at family offices as patient capital’

Soumya Rajan, MD & CEO, Waterfield Advisors, an India-focused boutique multi-family office, shares her views on how family offices are making a difference to the way UHNIs manage their wealth.

07/01/2016

6 Financial Plays As Rural Asia Heads To The Bank

The easiest way to invest in this theme is to build exposure to rural-focused retail banks and insurers in ASEAN and India that can grow from opening of bank accounts and purchases of insurance products.

06/29/2016

Top 10% of NZ own 60% of all wealth

She said it was possibly worse, but when records began in 2001 slightly different questions were asked of slightly different demographics.