Whither the US election… And Europe… And China?

With the US election fast approaching on November 6, election fever has gripped the US. However, while the outcome is doubtless very important to the US electorate, global markets remain as focussed, if not more so, on the continuing challenges in Europe, not to mention the slowing economy in China. As Australian equities fall driving [...]

By | October 9th, 2012|Adding Value To Clients|0 Comments

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 – [...]

By | October 1st, 2012|Adding Value To Clients|0 Comments

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 [...]

By | September 27th, 2012|Adding Value To Clients|0 Comments

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 [...]

By | September 20th, 2012|Adding Value To Clients|0 Comments

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 [...]

By | September 14th, 2012|Adding Value To Clients|0 Comments

Shoe Horning

There has been much discussion and concern by the FSA in the UK about caution in the appropriateness of developing centralised investment propositions (CIPs) and 'shoe horning' investors into such. Whilst at face value this seems to be a reasonable concern to protect investors being put into CIP schemes largely set to meet the approximate [...]

By | September 6th, 2012|Adding Value To Clients|0 Comments