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Lee Gardhouse, Hargreaves Lansdown
From Wealth Management / Business Models April 20, 2017

Size isn’t everything as fund performance beats brand

Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda

Beverley Sharp, Mercer
From Wealth Management / Business Models April 19, 2017

Less is more for private banks picking product providers

The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction 

From Wealth Management April 19, 2017

The five hats every wealth manager must wear

Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles 

Christian A. Edelmann web
From Wealth Management / Business Models April 19, 2017

M&A on the rise as asset managers battle falling revenues

A merger may enable asset managers to cut costs, but the most successful collaborations are those which bring together complementary capabilities

PWM 0417 cover
From Wealth Management / Business Models April 19, 2017

Clients and clampdowns drive banking revolution

Private banks’ business models continue to evolve, with most focusing on their core home markets while looking to outsource back office functions to outlying financial centres. But the biggest changes in the way wealth managers do business will be driven by the changing needs, and profiles, of their clients 

PWM 0417 cover
From Wealth Management / Business Models April 19, 2017

Private banks bid to win over the wealth creators

To remain relevant to today’s entrepreneurs, wealth managers must move away from pushing products to offering customised advice. Digital platforms can help develop these deeper relationships

John Beckett, New Fund Order
From Wealth Management / Business Models April 7, 2017

Asset management failing to get to grips with tech revolution

The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm 

Joe Parkin, iShares
From Wealth Management / Business Models March 17, 2017

Fintech on Friday: 2017 to be a big year for digital decision making

With traditional wealth managers realising robo-advice is here to stay and launching their own platforms, is there any room left for smaller start-ups?

Nick Middleton, UBS
From Wealth Management / Business Models March 10, 2017

UBS targets mass affluent sector with SmartWealth online platform

UBS Wealth Management has launched its new digital platform in the UK with the aim of attracting a wider, and younger, audience

From Wealth Management / Education March 8, 2017

Why mum and dad don't always know best when it comes to money

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

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From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

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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