The HNW market in China is flourishing. But in a sector dominated by local private banks, how can foreign institutions tap into this growing source of wealth and differentiate their offerings?
Institutional investors are more likely to engage on topics such as environmental protection, renewable energy and clean technology.
Can investor reactions to the current crisis partly be explained by confirmation bias?
As we stand on the brink of the biggest intergenerational wealth transfer in history, advisers are presented with an unprecedented opportunity to future proof their business.
Managing relationships is vital to the success of any organisation. This is especially so for institutional investors tasked with managing multiple relationships with asset managers.
