Every year, the independent research firm Datamonitor identifies trends shaping the Global Wealth Management industry. This year’s report was just published and brings an insightful outlook on several aspects of the business including regulations, investments, competition, as well as products and services.
On that topic, Datamonitor identified changes affecting the HNW meeting, with more focus on two-way interaction as one of the two trends that stand out.
They recognized that the BlackSwan Financial Platform, a risk management and portfolio optimization tool published by SAGE (www.sage.ch/products/blackswan-financial-platform/), supports an increasingly interactive client relationship. Continue reading