Both London and Luxembourg are central to Chicago-based Northern Trust’s overseas expansion plans, says its Emea family office boss Belinda Aspinall
Latest news
Go green to make an impact with next generation
Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out
Credit Suisse finds rich pickings among global entrepreneurs
Entrepreneurs with a global outlook value their relationships with private bankers, claims Credit Suisse’s Claudio de Sanctis
Should high net worth clients risk exposure to emerging markets?
Developing economies display more volatility than developed markets. Are high net worth investors better off avoiding them?
Fintech on Friday: Emerging markets becoming centres of innovation
Technology has been a big driver of emerging market returns and there are now signs these economies are becoming innovation hubs
Private banking centres face up to compliant future
Swiss stalwarts Zurich and Geneva still have much to offer private banking clients
From
Wealth Management
/ Profiles
July 10, 2018
Northern Trust sets sights on Europe and Middle East
From
Fund Managers
July 4, 2018
Majedie mindset thrives on breaking free from benchmarks
Smaller investment firms are liberated by being able to take an unconstrained approach to investing, explains Rob Harris of London-based boutique funds house Majedie
From
FinTech
June 14, 2018
Wealth Tech Awards 2018: Banks must prepare to grasp transformative power of technology
Although some private banks have made great strides in transforming their business models for the digital era, the inaugural Wealth Tech Awards process showed the majority still have a long way to go
From
Wealth Management
/ Family Offices
May 9, 2018
Putting a family fortune to work for the greater good
James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries
From
FinTech
June 14, 2018
Wealth Tech Awards 2018: Winners and highly commended
PWM's inaugural Wealth Tech Awards contains 25 global and regional categories, rewarding 22 institutions for their ability to use technology to transform their business models and contributing to drive growth, support advisers, enhance brand and improve client experience
From
Awards
June 14, 2018
Banks could learn lessons from innovative CIOs
Only a handful of private banks have truly embraced the realities of the tech revolution, although their chief investment officers have long been targeting the themes which underpin the evolution of a digital society
From
FinTech
March 27, 2018
Old and new: the rise of the hybrid proposition
Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings
From
Asset Allocation
/ Equity
June 6, 2018
Are emerging markets set for a new taper tantrum?
A strengthening dollar led to outflows across emerging market asset classes in recent weeks, with Turkey and Argentina hardest hit. Are they the first in a line of dominos, or are fundamentals strong enough to ride out this turbulence?
From
Financial Centres
June 6, 2018
A tale of two cities: London and Paris battle for fund supremacy
The French and UK capitals are both running initiatives designed to raise the profiles of their asset management industries with domestic and external audiences
From
Financial Centres
June 6, 2018
Isle of Man’s digital dreams
Although financial services remain a key component of the Isle of Man economy, technology is increasingly important to the island's future
From
Financial Centres
April 11, 2018
Gulf states experience growing pains as region transforms
The Gulf states and the family run businesses, where much of the region’s wealth is concentrated, are confronting similar challenges as both face up to an era of change
From
FinTech
May 24, 2018
Fintech on Friday: Alternative investments deal with digital disruption
Downward pressure on fees and the ability to connect with new client segments are driving digitisation in the alternatives sector
From
PWM Research
/ Sub-Advisory
April 17, 2018
Sub-advisory evolves to meet distributors’ rising demands
Respondents to PWM’s 14th annual sub-advisory research survey point to increased regulation and the promise of tailored solutions to meet clients’ needs as driving growth in the sector
From
Wealth Management
/ Private Banking
April 11, 2018
Greek shipping magnates navigate choppy waters
Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise
From
Fund Selection
July 11, 2018
Fund selection - July 2018
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
From
Regulation
May 8, 2018
Regulation a chance to better align interests of clients and their advisers
It is predicated that the fiduciary rule in the US will mean mass affluent clients miss out on financial advice, just as they did in the UK following the Retail Distribution Review. Wealth managers must respond by filling this advice gap with technology-led solutions such as robo-advice
Latest PWM video
Assessing the factors driving digitalisation of wealth management, including costs, improving the customer experience and the challenges that private banks have to face on the innovation journey.
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