Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Yves Mirabaud
From Wealth Management / Private Banking May 23, 2017

Better Swiss relations with EU tops Mirabaud wishlist

Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry

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

Latest PWM video

    Digital transformation in private banking is aimed at both staff and clients, with firms taking a cautious route away from spreadsheet-style systems, to provide a new suite of apps and social networking tools to attract clients.

    Join our community

               
     

    Global Private Banking Awards 2017

    By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them.