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?
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
Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?
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
With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients
Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models
Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively
Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable
Latest PWM video
Join our community
Most Viewed Content
- Building the best wealth management platforms for investors' online journeys
- Overhaul of business models top task for private banks in 2017
- Gina Miller: Counting cost of the Brexit vote
- Revamped Indosuez Wealth Management puts faith in strength of a worldwide brand
- Wealth managers consider opportunities and dangers of the digital world