Wealth management firms are being impacted by investors’ rising demand for digital engagement and openness to robo advisors. Rather than view these industry disruptors as threats, savvy wealth managers recognize the opportunity to position themselves strategically with high net-worth individuals (HNWIs). In fact, as the wealth management value chain is...
Posts by Bill Sullivan
Bill Sullivan December 2, 2015
For over 20 years (see earlier blog post), Capgemini has been tracking the growth of High Net Worth Individuals (HNWIs) across the globe with their World Wealth Report. Today, Capgemini released their 2nd Annual U.S. Wealth Report which identifies the U.S. metro areas with the highest HNWI population and assesses the impact automated advisory services (aka...
- Financial Services Marketing