Strengthening personal relationships will help retain HNW clients

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As innovative business models emerge in the wealth management industry, retention is becoming increasingly challenging for wealth managers, according to a report published by Ernst & Young in May 2019. Strengthening personal relationships with clients is one of the best ways to combat disloyalty. Ernst & Young’s 2019 Global Wealth Management Research report identifies the…

Why wealth managers should target women more than ever

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Structural inequalities have resulted in gender wealth gaps according to a report published by Oxfam in January 2019. However, the recent societal push towards closing gender gaps bodes well for wealth managers in search of new clients in this competitive climate, according to GlobalData. According to Oxfam’s Public Good or Private Wealth? report, solutions to gender…