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CAPGEMINI
Financial planning
Wealth management is facing a “fundamental transformation” as 81 per cent of next-gen inheritors have said they will likely switch away from their parents’ wealth manager...
Financial planning
As Capgemini recommends artificial intelligence be used for hyper-personalised advice strategies, two professionals explore the impact it is having on advisory practices....
Financial planning
With next-generation heirs unlikely to retain their family’s financial advisers after receiving an inheritance, Capgemini has explored how firms can work with younger gen...
Financial planning
Capgemini has identified how wealth management firms can boost their revenue after they report “substantial pressure” in the face of slower market growth and a challengi...
Financial planning
The number of ultra-high-net-worth individuals in Australia is expected to swell 27 per cent by 2028, according to Knight Frank’s annual Wealth Report, and they are looki...
Funds management
Amid market volatility, wealth managers have been prioritising portfolio mix resilience for their high-net-worth clients to fortify long-term value over quick returns, ac...
Features
With a significant generational wealth transfer on the horizon, wealth managers and financial advisers will have to adapt their business models to take advantage, writes ...
Financial planning
Advisers now have a potential market of almost 300,000 high net worth individuals to target, a rise of 4%, according to Capgemini, but a move is needed to a hybrid model ...
Financial planning
Although the value of high net worth individuals increased globally in 2019, the COVID-19 pandemic is expected to have wiped a significant amount of those gains. ...
Life/Risk
Consumers of all ages are adopting a “millennial mindset” and established insurers must digitise and draw upon partners to retain market share from bigtech entrants. ...
Financial planning
The Asia-Pacific region has fuelled the global high net-worth investor population, but investors’ satisfaction with wealth management firms is low, according to new resea...
People & Products
Global technology consultancy, Capgemini has promoted its COO, Olaf Pietschner to the role of regional head for Australia and New Zealand....
Tech
The 2017 World Insurance Report released today by Capgemini and Efma has touted the importance of innovation within the insurance industry....
People & Products
Capgemini Australia and New Zealand has appointed Olaf Pietschner as its new executive vice president and chief operating officer for Australia and New Zealand....
Funds management
Wealth managers would need to overcome some resistance to win the trust of the Asia-Pacific’s HNWIs and better understand their needs, according to Capgemini’s report....
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...