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From Comment / Consultants' Corner January 16, 2017

Could personality profiling prove better way to understand clients?

Most wealth managers segment customers according to net worth, but would dividing them according to personality make more sense for firms promising a bespoke service?

From Comment / Consultants' Corner January 10, 2017

2016 in review: a year of uncertainty and loose ends

Last year was a tumultuous one with political upheavals, market volatility and leaked documents making headlines. Wealth managers had to deal with all this, along with the ongoing digital revolution, evolving business models and a flurry of M&A activity   

Ciaran Dynes, Talend
From Comment / Consultants' Corner January 6, 2017

Is Blockchain a catalyst for trust or an unprecedented disrupter?

Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?

PWM 1216 cover
From Comment / Editor's Analysis December 20, 2016

Winds of change present investment opportunities

The year ahead is likely to see big changes on both economic and political fronts. With themes such as Trumponomics, increased global infrastructure spending and a resurgent Russia beginning to emerge, investment advice will be top of clients’ wish lists

From Comment / Consultants' Corner November 17, 2016

Harnessing the predictive power of data in wealth management

Companies in the e-commerce sector are adept at leveraging real-time client insights to anticipate future requirements. Imagine if wealth managers could do the same 

Trump wins
From Comment / Editor's Analysis November 10, 2016

Financial world braces itself for period of uncertainty following Trump victory

Investors must be aware of heightened political risks following Donald Trump’s win in the US election, including keeping an eye on developments in Europe

PWM 1016 cover web
From Comment / Editor's Analysis October 27, 2016

Private banks finally ask: why are we here?

Is the prime role of a private bank to provide investment expertise to its clients or to build a close relationship through a much wider range of services? Opinion is divided, but the industry is at last asking the right question

From Comment / Consultants' Corner October 24, 2016

Welcome to the world of Google Wealth

Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?

From Comment / Consultants' Corner October 13, 2016

Why wealth is more likely to lead to anxiety than happiness

Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers

From Comment / Consultants' Corner September 16, 2016

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

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