Wealth management firms are having to think on their feet when reacting to the coronavirus pandemic, but must not lose sight of their next steps
Latest news
Tech stocks proving their immunity to coronavirus
Many technology companies have benefitted from the behavioural changes caused by enforced lockdowns
Can the hospitality industry teach wealth a trick or two?
The luxury hotel industry illustrates how efficient data capture can improve the client experience
Private banks home in on family finance
Covid-19 means private banks are focusing more than ever on cross-border clans
Long-term thinking critical to portfolio health
Diversification and capital protection are essential if portfolios are to be protected from the Covid-19 fallout
Wealthtech webinar
Alessandro Tonchia, co-founder of Finantix, on how coronavirus is reshaping the digital landscape for private banks
From
Wealth Management
/ Business Models
May 21, 2020
Private View Blog: Why boards have a duty to reinforce resilience
Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices
From
FinTech
May 8, 2020
Fintech on Friday: E-commerce trailblazers provide examples of how to deal with unforeseen disruption
As wealth managers adapt to the ‘new normal’, what can they learn about digital transformation from e-commerce?
From
Comment
May 14, 2020
Private View Blog: Why public-private partnerships are key to beating pandemic
Governments alone cannot deal with the wide-ranging consequences of coronavirus. They need to get business onside too
From
Comment
/ Consultants' Corner
April 30, 2020
Get ready for the new multipolar world order
Globalisation was in decline before the start of the pandemic, and the trend towards new regional and national ‘champions’ is only going to increase
From
Wealth Management
/ Family Offices
March 24, 2020
Stonehage Fleming sees Covid-19 as a catalyst for change
Matthew Fleming, partner at multi-family office Stonehage Fleming, expects a new cohort of leaders to emerge during the coronavirus crisis and believes the experience will also reinforce the importance of face-to-face contact
From
Comment
/ Editor's Analysis
April 28, 2020
New multilateralism vital to preserve exchange of ideas
Western liberal democracy was shaken by the fallout from the 9/11 terrorist attacks and the global financial crisis, but the coronavirus pandemic looks likely to leave an even longer-lasting mark. With governments across the world dealing with the threat in their own countries, are we entering a world where national self-interest is the new normal?
From
Asset Allocation
/ Fixed Income
April 28, 2020
Investors warned to tread carefully when venturing into emerging market bonds
Yield-hungry investors spooked by market volatility are eyeing opportunities in emerging market fixed income, which look cheap, but it is important to be selective
From
FinTech
March 17, 2020
Coronavirus accelerates private banks’ drive to digital
The Covid-19 outbreak has forced private banks to embrace working from home and to offer digital advice, but some are finding their systems and procedures severely tested
From
Asset Allocation
/ Thematic Investing
April 27, 2020
‘Unstoppable’ trends find favour in uncertain world
Thematic funds had been gaining in popularity before the Covid-19 outbreak and as investors struggle to imagine what the future may hold, their appeal looks likely to grow
From
Asset Allocation
/ Thematic Investing
April 27, 2020
Pandemic likely to accelerate push towards ESG investing
The Covid-19 crisis is putting companies’ dealings with their employees and society at large under the spotlight
From
Wealth Management
/ Profiles
April 16, 2020
Northern Trust positions itself as central hub for network of global families
Global families are keen to share information and even co-invest, and a good private bank has a vital role to play in making that happen, believes David W. Fox Jnr, president of the global family office group at Northern Trust
From
Comment
/ Consultants' Corner
April 14, 2020
View from a New Jersey high rise
April Rudin, founder of the Rudin Group, on how coronavirus has turned life in the US upside down, and why financial services firms must use widespread working from home to their advantage
From
Wealth Management
/ Business Models
April 7, 2020
What if women ran the wealth management industry?
More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles
From
FinTech
April 3, 2020
Fintech on Friday: Wealth managers changing their ways
US wealth firms expected their digitalisation journeys to last years, but Covid-19 is forcing them to carry out immediate, and permanent, changes to the way they do business
From
Fund Selection
May 12, 2020
Fund selection - May 2020
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
April 23, 2020
Fund selection - April 2020
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
Use of data, improving the client experience and efficient marketing will be key challenges for wealth managers in the post-covid 19 world. Tune into our webinar to hear Jennifer Miller, global vice president of technology provider Vuture, discussing these topics with PWM's Yuri Bender.
PWM Digital Edition (April/May)
Join our community
|
|
|
|
|
