A Burning Platform for the Industry
I don’t have a long post for you today, as I am very much in the midst of the annual “busy period” (is it still a “period” when it will last for ~6 months in a single stretch?). As all…
Interview with Forbes on Driving Social Impact
I recently had the pleasure of speaking with Devin Thorpe during a live interview on Forbes. Devin does an admirable job highlighting the issues in social impact and philanthropic, and brings together an exciting network of experts and social entrepreneurs on…
GUEST EXPERT: April Rudin on Finding Gold amid the Rubble in 2016
The Wealth Consultant welcomes April Rudin as the inaugural guest speaker for the blog and to get things kicked off for 2016. April has kindly offered to share her expert view on the challenges and opportunities of 2016 for the…
2015 Reflections and Breaking Ground on 2016
As we all gear up (or is it down?) for the New Year celebrations, I thought it would be worth a final 2015 word from The Wealth Consultant. It has been a successful 6 months with the launch of the…
Antilia and the Indian Wealth Evolution
Picture the scene. Mumbai. September 2015. There I was on my first trip to India’s financial capital, fresh from meeting a client and about 90 minutes into a two-hour drive (of only 40km, such is Mumbai traffic). As the car…
A Three-Pronged Strategy for Success in Asia-Pacific
My posts are like buses. You wait for ages and then several come along at once! On September 15th I jetted off to Hong Kong to share the findings from our latest vintage from the wealth report program, the 2015…
A Halloween Note on Client Expectations
Happy Halloween! How timely then to discuss a topic that keeps advisors and firms up at night. I don’t think many wealth execs would pay consultants like me to tell them that client expectations are increasingly demanding, and that not…
Ships, Spa, and Getting LinkedIn in Singapore
Not the longest or most insightful post I’ll ever make, but it has been and continues to be a very busy week so here is a short post to keep things moving! I’m sure you will let me off this…
Knock, Knock, Who’s There? Disintermediation
I spoke last week about digital disruption in general, and came to the conclusion that if the industry responds as it needs to, then the opportunity is for a positive sum output. This week I want to reflect on the…
A Primer on Digital Disruption
Last month we looked in some detail on the evolving role of the wealth manager. A large driver of this disruption is what I call the “second wave” of digital disruption, characterized by a general up-skilling of digital tools (mobile…