Tag: Individualisation

Yes, the rich really are different…

Really interesting article in Canada’s Globe and Mail newspaper considering attitudes that differentiate the highly affluent from those who are not. But the lessons and thought patterns presented in this article are not just the domain of the rich right now. More and more wealth clients – high net worth and mass affluent alike –…
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Custom-tailoring begins at the dinner table.

We’ve all grown used to being able to get any kind of coffee we want in Starbucks, so much choice that I’ve literally seen people freeze up when it comes to ordering. Yesterday, however, I realized that customer tailoring had even permeated the product-dominant world of McDonalds. All three people ahead of me special ordered…
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Trends in the New World

Whenever I see a list of key trends in wealth management (and there are many trends, as well as many lists…), the same core imperatives stand out: increased transparency, increased consumer control, uncertain markets, greater value for money… However, it’s not the trend itself that’s important so much as what you do with it that…
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The shifting nature of customer value in Portfolio Management

From my perch in the UK, I continue to observe an increase in the pace of change in the wealth management industry. We all know that the contemplation period for change is over – the future is no longer the future. Speaking to clients in the past few days, it is clear that running a…
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