Frieda Klotz is a deputy editor at the Economist Intelligence Unit, focusing on healthcare, the pharmaceutical industry and technological innovation. Before joining the EIU Frieda worked as a journalist for six years, writing for publications such as the New York Times, the Irish Times, the Daily Telegraph, the Guardian, the Chronicle of Higher Education and strategy + business magazine. Frieda published a book with Oxford University Press in 2011. She holds a doctorate in literature from the University of Oxford and an undergraduate degree from Trinity College, Dublin.
In this executive interview, Charles Thomas, Chief data officer of Wells Fargo, looks for ways to use data to help both sides of the bank—“both on defense and offense,” as he puts it.
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This article summarises findings from the risk and compliance survey,
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In some instances the impact of this shift will be shaped by local factors, such as demographic changes. In other instances this shift will reflect shared characteristics, as demonstrated by the greater popularity of overseas investing among younger high-net-worth individuals (HNWIs) brought up in an era of globalisation. Whatever the drivers, the landscape of wealth is changing—from local to global, and from one focused on returns to one founded on personal values.
Despite rising economic concerns and a tradition of investor home bias in large parts of the world, the new landscape of wealth appears less interested in borders. According to a survey commissioned by RBC Wealth Management and conducted by The Economist Intelligence Unit (EIU), younger HNWIs are substantially more enthusiastic about foreign investing. The U.S. is a particularly high-profile example of a country where a long-standing preference for investments in local markets appears set to be transformed.
Click the thumbnail below to download the global executive summary.
Read additional articles from The EIU with detail on the shifting landscape of global wealth in Asia, Canada, the U.S. and UK on RBC's website.
To better understand the opportunities and challenges in developing a fintech business in seven ASEAN markets, The Economist Intelligence Unit conducted wide-ranging desk research supplemented by seven in-depth interviews with executives in Australia and ASEAN.
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Read our Taxing digital services, U.S. tax reform: The global dimension, & Planning for life after NAFTA articles by clicking the thumbnails below.
