Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Rob Fisher, Vanguard
From Wealth Management / Private Banking November 11, 2016

Wealth managers consider opportunities and dangers of the digital world

Robo-advisers and cyber crime both pose real challenges to the wealth management industry, although the digital revolution could also mean a new pipeline of clients

Josef Stadler, UBS
From Wealth Management / Private Banking November 2, 2016

Private banks prepare for the biggest wealth transfer in history

Over the next 20 years the world will witness the largest ever transfer of billionaire wealth. This will create huge opportunities for private banks, but also poses big challenges for the wealth management industry

Michel Longhini, UBP
From Wealth Management / Private Banking October 25, 2016

Private Banks: Adapting for future growth

Private banks must adjust costs in line with their growth potential and ability to generate revenue while reinventing their offering, so they can continue to capture and manage the bulk of their clients' financial assets, argues Michel Longhini, CEO Private Banking at Union Bancaire Privée 

Peter Flavel, Coutts teaser
From Wealth Management / Profiles October 24, 2016

Flavel puts investment at core of Coutts’ growth plan

With Coutts now firmly concentrating on its core UK market, the challenge for chief executive Peter Flavel is getting its existing clients to do more with the bank

Alexandra Altinger, Sandaire
From Wealth Management / Family Offices October 21, 2016

Partnerships provide multi-family offices with global reach

As investment opportunities become ever more global, private banks and multi-family offices seek to broaden jurisdictional capabilities and expand their range of services

From Wealth Management / Private Banking September 16, 2016

Global banks exodus from Latin America could prove short-sighted blunder

As international banks exit Latin America, private clients are being badly treated in the fallout. Can local players fill the gap?

From Wealth Management / Business Models 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

Taras Chaban, Sybenetix
From Wealth Management / Private Banking September 7, 2016

Digital revolution needs more than lip service to become reality

Wealthy individuals tend to be extremely tech-savvy, yet the vast majority of financial service providers have been too slow in their adoption of digital technology. Leadership from the very top is required to push through the necessary changes

Jessica Donohue, State Street
From Wealth Management / Profiles September 6, 2016

Keep humans at heart of fintech, warns State Street

Banks can learn a lot from successful companies in other industries which put customer experience at the heart of their business models, believes State Street’s Jessica Donohue

Kelly Coffey, JP Morgan
From Wealth Management / Private Banking September 2, 2016

Combining tech tools with private relationships

In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms 

Latest PWM video

    Does mixing assets such as equities, bonds and real estate provide the best formula for achieving both capital growth and a regular income stream and how has multi-asset investment evolved from the more primitive ‘balanced’ portfolio of the 1990s?

    Bitesize Global Asset Tracker

    From PWM Research March 20, 2017

    Allocators sense opportunities in Europe and Japan

    Respondents to PWM’s global asset tracker survey predict high growth in European, global and Japanese equities

    Chart 6 growth opps

    Join our community

               
     

    Global Private Banking Awards 2016

    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.