Today, high-net-worth clients widely range between tech-savvy and tech-novice, risk-averse and risk-hungry, localized and globalized, credit-hungry and debt-weary. With the growing impact of technology, the continued effects of market volatility and the increasing effects of globalization, firms are trying to determine how to differentiate from their peers while efficiently and effectively serving and advising today’s complex client base.
Tags: risk management, Technology, trends
Posted on 10 April 12 by The VIP Forum
As many of you know, each year The VIP Forum presents its outlook on the wealth management industry by uncovering five emerging trends that will shape the upcoming years of the business and identifying strategies that will position wealth managers for success in the future.
Tags: global, risk management, Technology, trends
Posted on 10 April 12 by The VIP Forum
With noteworthy growth of Asia-Pacific’s HNW and mass affluent populations today, firms have started launching ambitious plans to capitalize on opportunities among the region’s wealthier segments. However, many firms are grappling with how to capture market share in the APAC region.
Tags: consumer attitudes, global, high net worth
Posted on 3 April 12 by The VIP Forum
From minimizing the costs of client experience delivery to tips and tactics for building advisors’ EQ, The VIP Forum tackled a variety of wealth executives’ top agenda 2012 items across the first quarter.
Posted on 27 March 12 by The VIP Forum
From social media to recruiting top candidates, we’ve encountered a wide variety of top-of-mind topics on The VIP Forum’s discussions board.
In case you missed them, here are the top questions asked by you and your peers over the past couple of months along with The VIP Forum’s recommendations:
Tags: recruitment, risk management, social media, trends
In the first quarter of 2012, Financial Service executive sentiment regarding revenues in the coming year improved compared to the last quarter, while expectations regarding cost pressures in the next 12 months remained similar. More than one-half of the executives expect an increase in sales to both new and existing customers. More than one-third of the executives expect labor costs to rise in the following 12 months.
The News: According to recent survey results, 22% of high-net-worth investors are unsure about how much to set aside for retirement. The confusion is not limited to younger generations either, with 18% of unsure investors over the age of fifty.
Posted on 20 March 12 by The VIP Forum
As we continue to gear up for our 2012 CEBTowergroup Conference, the VIP Forum is excited to announce the three topics that we will be addressing at the May 23-25 event:
Posted on 20 March 12 by The VIP Forum
The News: According to a recent report, 78% of surveyed advisors now maintain an optimistic outlook on capital markets over the next three years. However, only 18% of advisors said their clients share the same optimistic outlook.
Posted on 13 March 12 by The VIP Forum
The News: According to a recent Morgan Stanley report, high-net-worth individuals lost an estimated $8.9 trillion over the three year period from 2007 to 2010, with some losing as much as 20% to 40% of their total wealth.
© 2012 The Corporate Executive Board Company.
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