New data and analytics provide transparency on the environmental, social and governance characteristics of over 26,000 mutual funds
The survey, detailed in the full report, “Digitization of asset and wealth management: promise and pitfalls”
The paper highlights the banking industry’s rush to digitisation, which has left some clients feeling overwhelmed by features and banks undertaking digital projects ‘in the dark’ with no concrete strategy.
Nigel Green, the founder and CEO of deVere Group, comments: “Our extensive market research and our 15 years’ experience of offering cross—border financial advice to internationally-mobile individuals, globally-focused firms and expats
A study of more than 12,000 people in 11 countries into global technology perceptions and habits, conducted independently and commissioned by HSBC.