Professional Wealth Managementt
Harry Burnham, Raymond James
From Wealth Management / Business Models July 15, 2021

Private View Blog: Investing across the generation gap

If wealth managers embrace the opposing world views of people in different stages of life then they will ultimately provide a more well-rounded service to all clients, argues Harry Burnham from Raymond James

Joseph Poon, DBS
From FinTech July 2, 2021

Fintech on Friday: Private banks utilise technology to tempt younger generations

Millennials may be sceptical of private banks and financial advisers, but a digital approach may yet win them over

PWM June:July 2021 cover
From Comment / Editor's Analysis June 24, 2021

Private banks must embrace data to complete cultural shift

As technology transforms private banks, leaders must ensure that data is always at the core of their digital rebuilds

                       
                         
                   
                         
Fixed income in focus         Bonds for 2020 and beyond            
A new era for diversified investments
                                     
                                   
                                     
                               
                                     
Spotlight on St Kitts & Nevis                 Investing in Ukraine: Where brains meet grains                 Investing in Dominica: Nature Isle of the Caribbean
                                     
                                     
                                   
                                     
                               
                                     
Outlook for fixed income                 ETF trends in the late bull run                 The wealthtech revolution
                                     
Yuri Bender web
From Wealth Management / Business Models May 20, 2021

Private View Blog: How the Bill and Melinda story transformed wealth management

Whether through their philanthropic foundation or through the idea of investing with purpose, Bill and Melinda Gates provided an example to private banks and family offices

John Canady, National Philanthropic Trust UK
From Comment July 2, 2021

Private View Blog: Shared charitable values bring US and UK closer together

While philanthropy in the US and UK may take very different forms, the two countries also have much in common

Antoine Loth, VALK
From FinTech June 24, 2021

Private View Blog: Blockchain, tokenisation and private markets – the $200tn opportunity

Private markets have been slow to digitise. It is time to press ahead

Mariam Rassai, BNP Paribas Wealth Management
From FinTech June 18, 2021

Fintech on Friday: Marriage of ESG and technology a way to win millennial hearts

Technology which helps align clients’ ESG values with their investments can help private banks attract a younger customer base

Nick Hutton, BlackRock
From Asset Allocation / Equity June 17, 2021

ETFs pass their Covid test with flying colours

Investors reacted to coronavirus-induced market turbulence by rotating assets within the ETF wrapper, while ESG products have seen multiple launches and inflows

Ian Woodhouse, Orbium Consulting Practice
From Comment / Consultants' Corner June 10, 2021

Private View Blog: The democratisation of wealth in Europe

The mass affluent market, previously somewhat neglected in Europe, is now in vogue, as wealth services become more readily available to all via digital channels

Francois Savary, Prime Partners

Private View Blog: Back to reality for the Middle East

Donald Trump claimed he had solved the problems between the Arab nations and Israel. Nothing could be further from the truth, argues François Savary, CIO of Prime Partners

Arnab Das, Invesco
From Financial Centres / Asia / India May 17, 2021

India struggles as Covid crisis intensifies

India faces a number of serious obstacles to economic growth even once it manages to put the pandemic behind it

Darshita Gillies, Maanch
From FinTech May 19, 2021

Using technology to maximise impact

The Maanch platform aims to make the fragmented philanthropy ecosystem more efficient through the use of collaborative technology, says founder and CEO Darshita Gillies

Mark Kenkre, Keller Lenkner UK
From Comment / Consultants' Corner May 18, 2021

Credit Suisse left reeling from Greensill fallout

Having made bold claims about the financial strength of Greensill Capital, Credit Suisse is now facing significant litigation from investors who have lost billions

Asian digital window
From Financial Centres / Asia May 13, 2021

Will Asia's wealth managers embrace digital window of opportunity?

Changing client expectations combined with an internal appetite for innovation means Asia's wealth firms have a unique opportunity to overhaul their digital offerings

Steve Meyer
From FinTech May 14, 2021

Fintech on Friday: Pandemic prompts relationship re-think

Covid-19 has changed the way both businesses and individuals interact with each other, says SEI’s Steve Meyer, though important as has technology has become, the personal side cannot be ignored

From Fund Selection July 19, 2021

Fund selection - July 2021

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 Fund Selection June 17, 2021

Fund selection - June 2021

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

Wealth Tech Awards 2021

Amin Rajan, CEO of the CREATE-Research consultancy, tells PWM's Yuri Bender about how the financial community is increasingly highlighting inequality in society, identifying companies with poor governance and guiding clients towards a low-cost entry point for environmental, social and governance-linked investments.

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