Advisers would also have access to educational content, explainer videos and client-facing tools to accelerate planning, the firm said.
In their survey report “Are You Developing A Hyper-personalised Strategy?”, Objectway asked domestic and overseas Wealth & Investment Managers which definition of hyper-personalisation fitted best for them.
UBS Optimus Foundation's India expansion comes as the bank’s philanthropic activities gather pace around the globe, with new initiatives in climate, health, education, child protection and social finance.
There are now more varieties of activist investors, including the old school “asset stripper” (greenmailer), entities focusing on constructive engagement and others that take a more hands-on approach.
The fund is an absolute return long/short credit strategy, focusing on financially stressed and distressed companies, predominantly in Europe.