Portfolio Management

Is Indonesia's Wealth Management Ready for Transformation?
Risk Management Is Indonesia's Wealth Management Ready for Transformation?

Indonesia, with its vast archipelago and a population exceeding 270 million people, stands on the brink of a significant metamorphosis in the wealth management sector. As Southeast Asia's largest economy continues its upward trajectory, the demand for sophisticated financial services among the

Dai-ichi and M&G Forge Strategic It Alliance for Global Growth
Risk Management Dai-ichi and M&G Forge Strategic It Alliance for Global Growth

In the dynamic world of international finance, partnerships often serve as catalysts for growth, evolution, and expanded opportunities. A significant development in this regard is the partnership between Dai-ichi Life Holdings, Inc., a major Japanese life insurance company, and M&G, a leading

Which Financial Services Excel in Customer Satisfaction?
Risk Management Which Financial Services Excel in Customer Satisfaction?

In the current landscape of financial services, consumer satisfaction remains a pivotal aspect that shapes industry trends and brand reputation. The results of the annual Kiplinger Readers' Choice Awards have provided insightful data, demonstrating which financial providers have mastered the

Swiss Life's Strong Start with 5% Premium Growth
Risk Management Swiss Life's Strong Start with 5% Premium Growth

The financial landscape sees a notable development from Swiss Life as the company records a commendable 5% growth in gross premiums in the first quarter of the year. This growth reflects a significant achievement, with premiums reaching 7.92 billion Swiss francs, setting a strong precedent for

How Is Life Insurance Shaping Wealth for HNW Clients in UAE?
Risk Management How Is Life Insurance Shaping Wealth for HNW Clients in UAE?

In recent years, life insurance has undergone a transformative shift in its role among high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients in the UAE, evolving beyond mere risk protection to be a strategic asset in wealth management. As markets become increasingly volatile and inflationary

How Can Advisors Navigate Life Insurance in Uncertain Times?
Risk Management How Can Advisors Navigate Life Insurance in Uncertain Times?

In recent times, economic volatility and changing tax laws have underscored the critical need for strategic planning in life insurance. As advisors face the challenge of providing clients with secure and adaptable plans, understanding the intricacies of advanced life insurance case designs becomes

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