Global Wealth Management for Clients
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Global Wealth Management for Clients
This page is dedicated to the news, views, thoughts and developments that might help end clients better understand, navigate, negotiate, select, and get a better deal from their wealth management relationships.
Curated by Stephen Wall
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Online investing can transform wealth management - Smarter Investing

Online investing can transform wealth management - Smarter Investing | Global Wealth Management for Clients | Scoop.it
Commentary from Spark Capital general partner and Covestor board member Todd Dagres.
Stephen Wall's insight:

A view (from one provider's financial backer) of the value of using an online investment service provider over a traditional wealth manager. 

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10 reasons to invest in face-to-face advice over online - FTAdviser.com

10 reasons to invest in face-to-face advice over online - FTAdviser.com | Global Wealth Management for Clients | Scoop.it
Few people would go online to get medical, legal or accounting advice.
Stephen Wall's insight:

Seeking to underline the value of face-to-face advice when new technologies offer an alternative is an absolute must for the financial advice market. 

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Latest Futurewealth Report Live | Scorpio Interactive

Latest Futurewealth Report Live | Scorpio Interactive | Global Wealth Management for Clients | Scoop.it
Stephen Wall's insight:

According to this research from Scorpio, wealth managers are not doing enough to partner with their clients during life's major events (marriage, divorce, buying a house, selling a business, retirement, etc.).

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SFOs lacking resources for art wealth management | Campden FB

SFOs lacking resources for art wealth management | Campden FB | Global Wealth Management for Clients | Scoop.it
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Stephen Wall's insight:

While the topic here is art, for any wealthy client looking to get the best service from a wealth manager, finding the best suited firm (or firms) to their needs can throw up a broad and confusing mix of questions and answers.

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Wealthy Investors Describe Qualities of Top Financial Advisors

Wealthy Investors Describe Qualities of Top Financial Advisors | Global Wealth Management for Clients | Scoop.it
Almost all Ultra High Net Worth investors say honesty and trusthworthiness are the top qualify of a top financial advisor.
Stephen Wall's insight:

Defining what a client likes or expects from their financial advisor/wealth manager/private banker is one thing, but how do they ensure they get it or get it again when it goes off track. Ensuring the service received is consistent and in their interests for the long-term is half the battle. 

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How to Craft a Better Client Experience

How to Craft a Better Client Experience | Global Wealth Management for Clients | Scoop.it
With Walt Disney s hyper-focus on the guest experience as inspiration, here are a few ways advisors can create an even better client experience.
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Shoe Box - Insinger de Beaufort

Shoe Box - Insinger de Beaufort | Global Wealth Management for Clients | Scoop.it
Stephen Wall's insight:

Just rediscovered the 'Shoe Box' service from Insiger de Beaufort. Always thought it was a nice little differentiator and a way for a wealth management firm to do and brand something differently.  

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Booming Number of Asian Super Rich Flock to Invest in Monaco Real Estate

MONACO, February 01, 2014 /24-7PressRelease/ -- Asian ultra-high net worth individuals show keen interest in investing in Monaco property, as the Principality remains one of the safest places for wealth storage. Today Asia has a climbing number of uber-rich individuals, whose assets are expected to significantly increase in value over the next couple of years.
Stephen Wall's insight:

The trend for a trophy home! Might also help for a little bit of asset security. 

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Buying Property in London: The 10th Circle of Hell

Buying Property in London: The 10th Circle of Hell | Global Wealth Management for Clients | Scoop.it
I'm no expert on London housing, but the strength of the housing market in one of the world's most popular and greatest cities continues to be a mater of international interest. So I thought it...
Stephen Wall's insight:

More interesting views from The Banker's Umbrella.

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Wheatley defends £3bn RDR in face of MP barrage - FTAdviser.com

Wheatley defends £3bn RDR in face of MP barrage - FTAdviser.com | Global Wealth Management for Clients | Scoop.it
“In a number of areas RDR is a success, in others it is a work in progress”, FCA head tells MPs.
Stephen Wall's insight:

Whatever the faults of the retail distribution review (RDR) in the United Kingdom, it is nevertheless a move in the right direction for the end customer of wealth managers in the UK.

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