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Wealth

Dan Caps, Evelyn Partners

The evolution of passive investing

Dan Caps, Lead Portfolio Manager of UK firm Evelyn Partners’ Index MPS range, outlines how a new approach can help to achieve greater diversification, protection and stronger return potential.

Vivek Singh, Capgemini

Wealth transfer needs advanced tools: Capgemini

Wealth management firms lack the requisite tools to cater to the next generation of high-net-worth investors (HNWI) set to inherit USD83.5 trillion dollars by 2048, a report by the Capgemini Research Institute finds.

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