insights

articles, blog posts about investments, wealth management, communication

Connected strategy for wealth management

Connected strategy for wealth management

A recent whitepaper by Alexis Calla, Sandeep Mukherjee, Nicolaj Siggelkow and Christian Terwiesch asserts that the Asian wealth management industry ...
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Asset management industry profits

Asset management industry profits

The Indian asset management industry assets under management have crossed INR50 trillion (~$370+ bn). Revenues average about 53 basis points ...
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/ Business Issues, Featured
Big Data and ML in funds research

Big Data and ML in funds research

Fund Manager evaluation demands an assessment across multiple dimensions, including the investment process, risk management, operations, and the business model ...
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/ Featured, Portfolio Construction
India's pension system needs work

India’s pension system needs work

India's pension system ranked 40th out of 43 national systems, according to the Mercer CFA Institute Global Pension Index. The ...
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/ Wealth Planning
InCred Wealth

InCred Wealth

InCred Wealth is part of the InCred financial services platform that aims to leverage technology and data-science to ease many ...
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Delivering private wealth services

Delivering private wealth services

Having decided which products & services will be offered and then done some high level marketing activities, private wealth firms ...
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/ Advisory Process
Marketing luxury advice

Marketing luxury advice

Private wealth caters to high net worth individuals, who are also consumers of luxury goods and services. So is private ...
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/ Marketing
Private wealth product platform

Private wealth product platform

Having decided on the value proposition, let’s look at the specific products & services (features in a tech context) that ...
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/ Advisory Process
High net worth investors - client segmentation & needs

High net worth investors – client segmentation & needs

Having established that there is a reasonably large, and growing, number of potential clients with wealth, we need to ask ...
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/ Advisory Process
Private wealth industry - size & players

Private wealth industry – size & players

As outlined in the value proposition article, it is hard to estimate the size of the private wealth management industry ...
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/ Business Issues

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