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Jon Stein, Betterment
From Wealth Management / Profiles October 21, 2015

Digital revolution has only just begun believes Betterment

Betterment founder Jon Stein expects competion in the robo-adviser space to heat up as as platforms evolve and new players enter the fray

Alex Hoctor-Duncan, BlackRock
From Wealth Management / Profiles October 13, 2015

BlackRock’s boots on the ground build local presence

A recruitment drive in its growth markets is allowing BlackRock to build partnerships with more domestic firms, according to Emea boss Alex Hoctor-Duncan, while reporting rising demand for products offering income 

Hein van der Loo, ABN Amro
From Wealth Management / Private Banking October 5, 2015

Innovative thinking drags private banks into future

Technology can be of huge benefit to both clients and advisers, but developing these solutions is expensive while some resist change

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From Wealth Management / Private Banking September 18, 2015

Marrying automation and traditional banking

As robo-advisers infiltrate the wealth management space, how will banks use technology to transform their own offerings?

Eric Verleyen, Société Générale Private Banking
From Wealth Management / Profiles September 15, 2015

Société Générale helps entrepreneurs realise risks of exposure

The success of a new generation of entrepreneurs is bringing plenty of business to private banks, but it is vital to calm clients’ expectations and ensure they are not taking on too much risk, believes SocGen’s Eric Verleyen

Holger Spielberg, Credit Suisse
From Wealth Management / Business Models September 7, 2015

Using big data to boost human relationships

Robo-advisers may use technology to offer a purely digital banking experience, but traditional wealth managers are now able to use data to empower their relationship managers and in turn benefit clients

From Wealth Management / Private Banking September 2, 2015

Swiss and US names dominate private banking brand rankings

UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals

Gerard Aquilina
From Wealth Management / Private Banking August 26, 2015

Private and investment banking: an unhappy union

It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees

Jonathan Willcocks, M&G Investments
From Wealth Management / Profiles August 26, 2015

M&G reports huge appetite for multi-asset solutions

Multi-asset funds are proving increasingly popular among investors looking to diversify away from bonds and boost income, claims M&G’s Jonathan Willcocks, while Europe is expected to become the next sub-advisory battleground

PWM 0915 cover
From Wealth Management / Business Models August 25, 2015

‘Global gorillas’ reach for the stars

Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?

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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

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