Chris Bailey, European strategist at Raymond James and Alan Miller, founder and CIO of SCM Direct, discuss whether active management has had its day
Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles
High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial
The years since the financial crisis have seen a massive expansion in regulation and a corresponding boom in the number of compliance officers. Could technology cut costs and lower the error count?
No one quite knows what the UK’s vote to leave the EU will mean for London as a financial centre, but rival cities across the continent are readying themselves for the fallout and the opportunities that will surely arise. But the biggest winner could well be New York
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?
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
Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?
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
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
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The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios
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