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Category archive

Business Issues

Wealthtech in India

12 January, 2022 by MMI Team
Wealthtech, also sometimes referred to as Investtech or robo-advisory, is still nascent in India. We take a look at some players.
  • Published in Business Issues, Featured

Voice of the private banker

14 December, 2021 by MMI Team
Money Management India partnered with one of the largest recruiters in financial services in India, Native, to conduct a survey of private wealth managers (PWM) in India to understand some key trends around client and RM preferences. We asked questions in three key areas – What do private bankers seek from the firms they work
  • Published in Business Issues

the private wealth issue

10 December, 2021 by MMI Editor
Private wealth….the wealth of private clients. The term ‘private client’ implies there is something private about them. The term has become synonymous with ‘high net worth’ investors. They are different from ‘individual or retail investors’ who may need help with making financial decisions. They are also different from institutional investors, which are sophisticated but may
  • Published in Business Issues, WM firm profiles, Featured

Connected strategy for wealth management

11 November, 2021 by MMI Team
A recent whitepaper by Alexis Calla, Sandeep Mukherjee, Nicolaj Siggelkow and Christian Terwiesch asserts that the Asian wealth management industry is currently largely analog, disconnected and lacks scale, relying on people for most aspects of the customer journey. The paper adapts the framework from a book ‘Connected Strategy‘ by two of the authors who are
  • Published in Advisory Process, Business Issues, Featured

Asset management industry profits

11 November, 2021 by MMI Team
The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points. With costs of around 13 basis points, the profits have improved to around 40 basis points. Profits add up to INR 6,859 crores (~$920m) according to an article in the Business Standard, quoting Value Research
  • Published in Business Issues, Featured

Private wealth industry – size & players

28 October, 2021 by MMI Editor
As outlined in the value proposition article, it is hard to estimate the size of the private wealth management industry for a number of reasons.  Some firms include their affluent customers in their publicly available figures for AUA and revenue which is a bigger and more crowded segment. Private wealth firms compete with numerous other
  • Published in Business Issues

The market for private wealth

25 October, 2021 by MMI Team
India has been a promising wealth management market for a while. The growing ‘middle class’ is part of folklore. The rich Indians may not be as ‘crazy’ as the Asians in terms of conspicuous consumption but the numbers have been growing steadily. So the prospects for the  wealth management industry, as a whole, and the
  • Published in Business Issues

Private wealth’s value proposition

25 October, 2021 by MMI Team
While the number of high net worth individuals and the size of their wealth give an indication of the ‘potential market size’ (or total addressable market) for the overall savings or money management industry, we now look at how the wealth industry chooses to respond to client needs. In other words, we explore the ‘value
  • Published in Business Issues
why financial coaching

What can financial advisers call themselves?

15 October, 2020 by MMI Editor
I used ‘educator’ on my LinkedIn heading before being told it sounds like a professor. Not that there is anything wrong with being a professor – I would love to be one, in fact – but it just intimidates my audience of mostly women and young people (for The Money Hans initiatives). I could tell
  • Published in Business Issues
Tagged under: wealth management

Fund managers need the right temperament

09 June, 2015 by MMI Editor
What kind of people make good fund managers? While everyone should be interested in this question, there is surprisingly little research on this topic. Dr Jack Gray talks to Hansi Mehrotra about his efforts and findings. While the general perception may be that investments is about numbers, investment professionals everywhere agree that money management is
  • Published in Portfolio Construction, Business Issues
Tagged under: fund research

Factors to consider in compliance monitoring program

15 April, 2015 by MMI Team
Using a tick-the-box approach for monitoring of conflicts of interests will probably lead to regulatory issues and reputational disasters. Wealth firms will need to have code of conduct and conflict of interests programmes adjusted so as to be appropriate for their business model. Conflicts of interests are everywhere. Firms in financial services, especially in wealth
  • Published in Business Issues
Tagged under: compliance, conflicts of interests

Family offices generating interest

01 August, 2014 by MMI Team
The number of high net worth individuals in the Asia Pacific region has touched 4.3 million, equaling that to that in North America, according to the CapGemini World Wealth Report 2014. Yet the number of family offices in the region, numbering just over 100, ‘does not reflect the boom in regional wealth’ according to CampdenFB.
  • Published in Wealth Planning, Business Issues
Tagged under: family office

Optimising wealth management business levers

01 June, 2014 by MMI Team
Talent, product and customer segmentation are the key levers a private wealth firm can pull to decide on its business strategy, according to Sridhar Srinivasan, partner & India head at consulting firm Oliver Wyman. Targeting white space Oliver Wyman’s 2012 ‘Targeting the White Space’ report estimated emerging Asia had US$11 trillion of unmanaged wealth, making
  • Published in Business Issues
Tagged under: client segment

Role of credit rating agencies

15 April, 2014 by MMI Editor
Credit rating agencies have been criticized for their role in the 2007 sub-prime crisis, which led to the global financial crisis, but it wasn’t until a recent lawsuit exposed their internal emails that it became clear to what extent they were responsible. While the global financial crisis can’t be blamed on any one in particular,
  • Published in Economy & Markets, Business Issues
Tagged under: conflicts of interests, credit ratings

Using assessments for better recruiting

09 April, 2014 by MMI Team
Most wealth management firms rely on interviews for their recruitment process, which can be time-consuming and may not provide all the information about the candidate necessary to make a sound recruitment decision. In an interview, it may not be possible to assess if the candidates have all the skill sets required for the job or
  • Published in Business Issues
Tagged under: careers, talent management

Guide to Wealth Management in India

30 January, 2014 by MMI Team
The Hubbis Guide to Wealth Management in India is a compilation of articles and interviews with industry leaders during 2011, 2012 and 2013. Please email [email protected] to get the guide.
  • Published in Business Issues

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