Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Technology can help relationship managers to provide clients with a more personalised service, claims Alessandro Tonchia, co-founder of Finantix

Already a major player in the institutional space, Legal & General Investment Management has been taking great strides in the European retail space

A systematic investment process is good news for investors because it is repeatable, says Dimensional Fund Advisors’ Gerard O’Reilly,  but those burned by black box strategies in the past will take some convincing

PWM gathered leading figures from the fixed income world to debate the future of the asset class and the role bonds may play in investors’ portfolios

Although many private banks are forecasting strong returns from private equity over the next few years, some believe the asset class could be in for a rough ride

Low yields from fixed income and an ageing bull market are pushing investors into alternative asset classes such as private equity and hedge funds

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors

The Isle of Man has big plans for its digital economy and a new initiative aims to get blockchain businesses to set up on the island

Private banks are at last devoting significant resources to meeting the digitalisation challenge, with the most successful in PWM’s Wealth Tech Awards being those bringing both clients and external fintechs into the process