With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets
Latest News
Fintech on Friday: How tech-fuelled transparency can help shine a light on ESG
Start-up Tumelo allows pension scheme members to see how their pots are being invested
Boost equality to boost returns
Gina Miller on why the financial services industry needs to do more to promote equality
Private View Blog: Citi's reshuffled leadership's big ambitions
Citigroup’s new CEO Jane Fraser sees rich pickings in the high net worth space but does it have the adviser numbers?
Five ways to know if a wealth manager has a client-centric culture
Wealth management firms must identify what is most important to clients and work towards addressing those priorities
Wealth managers miss unique window to attract younger clients
Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry
From
Wealth Management
/ Family Offices
April 12, 2021
Wealth industry adjusts to meet family clients' growing appetite for alternatives
From
Wealth Management
/ Family Offices
April 8, 2021
Is an integrated model key to serving family offices?
Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families
From
Wealth Management
/ Business Models
April 7, 2021
Time for wealth industry to re-evaluate client relationships
Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business
From
Comment
/ Great Debate
February 11, 2021
Should we fear post-pandemic inflation?
Two investors go head-to-head, arguing whether or not we should fear inflation after Covid-19
From
FinTech
April 2, 2021
Fintech on Friday: Moving the family office online
The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members
From
Sustainable Views
April 9, 2021
ESG disclosures of infrastructure assets fall short of EU rules
Current ESG reporting frameworks are not fit to answer the questions that need asking
From
Sustainable Views
April 9, 2021
Climate forecasting 'absolutely useless'
Forget past data and focus on climate scenarios, says riskthinking.AI's founder Ron Dembo
From
Sustainable Views
April 9, 2021
Where are banks' environmental disclosures?
Many of the world's largest banks have yet to endorse climate-related financial disclosures, according to study.
From
FinTech
March 8, 2021
Winning new business amid social restrictions
As developing trust through personal contact is crucial to acquiring new clients, Covid-era advisers are having to learn new technology-aided techniques to help them expand their business book
From
PWM Research
/ Asset Allocation
March 1, 2021
Rebalancing client allocations in view of the great rotation
CIOs are finding it hard to persuade clients to review their portfolios, overly exposed to growth stocks and cash, and increase exposure to beaten-down assets
From
PWM Research
/ Asset Allocation
March 1, 2021
Changing trade patterns may trigger portfolio shifts
Complex cross-border supply chains are being simplified, as the pandemic gives rise to a new trend of deglobalisation
From
Financial Centres
/ Asia
January 18, 2021
Recruitment drive central to HSBC’s Asian expansion plans
HSBC has ambitious plans to become the leading wealth manager in Asia, and Jackie Mau is tasked with delivering a refreshed ultra-high net worth pan-regional offering
From
FinTech
February 5, 2021
Fintech on Friday: Bambu shoots for the stars
Singapore-based robo-advice group Bambu has ambitious plans to become a global leader in wealthtech, says co-founder Ned Phillips
From
Asset Allocation
/ Equity
March 1, 2021
Lockdowns lend weight to thematic investing approach
Thematic funds have enjoyed a successful 12 months in terms of both inflows and performance
From
Comment
/ Editor's Analysis
February 25, 2021
Let’s all dance to digitalisation, democratisation and diversity
Financial centres are focused on the rivalry between competing hubs, but so much more can be achieved by working together
From
Fund Selection
April 16, 2021
Fund selection - April 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
March 10, 2021
Fund selection - March 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
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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