This headline appeared in The Edge Markets Malaysia edition, citing our Wealth and Asset Management 2021 study. The findings of this report signal a global paradigm shift in how clients want to interact with their investments. Reporter Kuek Ser Kwang Zhe quotes white paper co-author, Lou Celi, “It is always a bad idea to fail to move with the customer.” As an example, […]
Read MoreState Street, a sponsor of our Wealth and Asset Management 2021 study, created its own white paper based on the results of our rigorous research program, which included two surveys, one of 2,000 investors across 10 leading world markets and another of 500 wealth services investment providers with assets under management ranging from $1B to $100B. The […]
Read MoreDanny Vincente, Financial Services Market Manager of Cisco’s Global Private Sector Industries explains that wealth management firms must adapt to new business models, harnessing new technologies and meeting new customer expectations for services. Citing our Wealth and Asset Management 2021 study, Vincente highlights the insights we gained from industry insiders, the details of which will be the subject […]
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