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HNWIs in SE Asia cite lack of financial knowledge as greatest concern: report

HNWIs in SE Asia cite lack of financial knowledge as greatest concern: report
A new report from Quilter International, released today, reveals that close to half (47%) of high net worth individuals (HNWIs) across Hong Kong and Singapore cite a lack of financial knowledge about managing their wealth as one of their greatest concerns.
Despite this, over half (53%) of HNWIs across both regions want to be actively involved in managing their wealth meaning that they are part of the decision-making process and are informed about why actions are being taken rather than actually performing transactions or fund research.
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This highlights an opportunity for wealth managers and financial advisers to educate and empower HNWIs so that they can make better informed decisions about their wealth. ....

Hong Kong , Ian Kloss , Hong Kong Hnwis , Quilter International , Quilter International Singapore , ஹாங் காங் , ஈயந் க்ளோஸ் , குயில்டர் சர்வதேச , குயில்டர் சர்வதேச சிங்கப்பூர் ,

Jon Greer: Why advisers must 'sit up and take notice' of investment pathways

In February, there will be a fundamental change when a customer contacts their pension provider to access drawdown, writes Jon Greer. Here he explains why advisers must 'sit up and take notice' of investment pathways ....

Jon Greer , Investment Pathways , ஜான் கிரேர் , முதலீடு பாதைகள் ,

Quilter sets date for final OMW platform migration

Quilter sets date for final OMW platform migration
Starting next month
Jeremy Mugridge: As with our first two platform migrations, our absolute focus is on helping advisers to get prepared for the move to our new platform technology.
Quilter has set the date for the third and final stage of its platform migration, which will take place from Thursday 25 February to Sunday 28 February.
The platform giant confirmed the dates this morning (7 January) in a letter sent to advisers and it will mean that all of the remaining assets on the older Old Mutual Wealth (OMW s) assets will move onto.
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Jeremy Mugridge , Old Mutual Wealth , ஜெர்மி முக்ரிட்கே , பழையது பரஸ்பர செல்வம் ,