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Jamie Black, Sarasin
From Wealth Management / Profiles November 18, 2015

Clients warming to Sarasin’s two-pronged thematic process

Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters 

Nick Hungerford, Nutmeg
From Wealth Management / Private Banking November 16, 2015

Technology integral to future of wealth management

Private banks must improve their digital offerings but human advisers have a role to play too

GPBA logo 2015 cropped
From Wealth Management / Private Banking November 13, 2015

Global Private Banking Awards 2015

The ceremony for PWM's seventh annual awards took place in Singapore on 4 November

From Wealth Management / Private Banking November 12, 2015

Global wealth falls but inequality on the up

Global household wealth is increasingly concentrated at the top end with the middle classes the ones being squeezed

PWM 1115 cover
From Wealth Management / Private Banking November 4, 2015

Global Private Banking Awards Analysis: New players rise up to challenge for ‘Champions League’

The seventh annual Global Private Banking Awards see continued success among established global players, but they now face real competition at regional level 

Stephen Skelly, HSBC
From Wealth Management / Business Models November 2, 2015

Time to professionalise family business governance

Most successful business families have a good governance framework in place which evolves through generations and adapts to changing circumstances

From Wealth Management / Business Models October 27, 2015

Making video marketing work for financial services

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

Ask the experts logo
From Wealth Management / Private Banking October 23, 2015

Banks must unearth the human side of technology

Banks using technology to select and analyse from the data they accumulate will be able to offer the highly personalised services clients demand

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 

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.

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