Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

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 

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

Ask the experts logo
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

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.