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
Latest news
Private banking centres face up to compliant future
Swiss stalwarts Zurich and Geneva still have much to offer private banking clients
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
Putting a family fortune to work for the greater good
James Chen has used the wealth generated by his family’s business to invest in socially-enriching projects in poorer countries
Gulf states experience growing pains as region transforms
The Gulf states and the family run businesses are confronting similar challenges
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
FinTech
June 14, 2018
Wealth Tech Awards 2018: Banks must prepare to grasp transformative power of technology
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
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
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
Wealth Management
/ Family Offices
April 11, 2018
JP Morgan investment bank takes seat at family table
JP Morgan’s investment and private banking divisions are collaborating to serve family offices, explains Milena Grayde, who heads up a new team targeting this lucrative market
From
Wealth Management
/ Business Models
April 17, 2018
Private bankers respond as clients go green
Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development
From
Asset Allocation
/ ETFs
April 26, 2018
Regulators wrestle with rapidly expanding ETF industry
As the exchange traded fund industry continues its record-breaking growth, are these investment vehicles sufficiently regulated?
From
Wealth Management
/ Private Banking
April 17, 2018
Lick of paint not enough to save private banks
Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients
From
Asset Allocation
/ Equity
April 11, 2018
Fears over Trump’s trade wars add to turbulence
Although volatility returned to US equities in the early months of the year, the country's economy remains strong and markets appear well placed to continue their upward trend
From
Fund Selection
June 12, 2018
Fund selection - June 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
Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions
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