CAPGEMINI

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 ...

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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 ...

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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. ...

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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. ...

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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...

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People & Products

Global technology consultancy, Capgemini has promoted its COO, Olaf Pietschner to the role of regional head for Australia and New Zealand....

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Tech

The 2017 World Insurance Report released today by Capgemini and Efma has touted the importance of innovation within the insurance industry....

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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....

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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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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

1 week 1 day ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

1 week 1 day ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

1 week 2 days ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 2 weeks ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

9 months ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 2 weeks ago