Professional Wealth Managementt
Sharmil Patwa, Opus Una Financial Services Consulting
From FinTech July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Wealth-Tech-logo-2019-web
From Awards June 27, 2019

Wealth Tech Awards 2019: Winners and highly commended

Close to 50 banks entered PWM's second annual Wealth Tech Awards, with prizes handed out in 40 categories. The winners and highly commended banks are listed below

Wealth-Tech-logo-2019-web
From Awards June 27, 2019

Wealth Tech Awards 2019: Winners' profiles

    

                       
                         
                   
                         
A new era for diversified investments         Working with the next generation            
Fixed income investing
                                     
                                   
                                     
                               
                                     
Facilitating global flows through Jersey                 Investing with the next generation                 Cyprus: a financial hub for Europe and the middle east
                                     
                                     
                                   
                                     
                               
                                     
ETF trends in the late bull run                 The wealthtech revolution                 The rise of fixed income ETFs
                                     
DNA
From FinTech June 7, 2019

Fintech on Friday: Embedding digital into a private bank's DNA

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

Elisa Trovato web
From Comment July 11, 2019

Private View Blog: The critical role financial services can play in tackling the climate crisis

Asset managers are in a unique position to help companies transition for a lower carbon future by divesting from the laggards and engaging with those on the right path

PWM 0419 cover
From Wealth Management / Business Models April 15, 2019

Impact investing blooms into life

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Gian Maria Mossa, Banca Generali
From Wealth Management / Profiles June 27, 2019

Banca Generali’s focus shifts to foreign fields

The Italian bank has enjoyed rapid domestic expansion and now has international targets in mind, says CEO Gian Maria Mossa

Elliot Smither web
From Asset Allocation / Thematic Investing June 27, 2019

Private View Blog: Is ESG a way to tame emerging markets?

Emerging markets are full of potential but notoriously volatile. Can applying an environmental, social and governance approach to investment make for a smoother ride?

PWM 0619 cover
From Comment / Editor's Analysis June 25, 2019

Banks must do more to shield clients from falling fund stars

Private banks’ are frequently dazzled by the size and past performance of ‘blockbuster’ funds and ‘star’ managers and include them on their approved lists of funds without carrying out robust checks. They need to up their game

Warsaw
From Financial Centres April 15, 2019

Poland’s appeal moves beyond the back office

Technological and analytical expertise, low costs and access to a high quality workforce make Warsaw an attractive location for international financial services firms 

Brian O'Rourke, Mediolanum Asset Management
From PWM Research / Sub-Advisory April 12, 2019

Sub-advisory can make for marriage made in heaven

The emergence of ‘privileged partnerships’, where sub-advisers run multiple mandates, is a key trend to emerge from PWM’s 15th annual survey of the process

Yuri Bender web
From Comment June 13, 2019

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Elisabeth Dana, Infinity Circle web
From FinTech May 17, 2019

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

Elliot Smither web
From Comment May 16, 2019

Private View Blog: US-China flare-ups are here to stay

China’s rapid rise and increasing global influence mean friction with the US will continue, whether or not the two sides mange to find an agreement around trade

PWM 0419 cover
From Comment / Editor's Analysis April 15, 2019

Private banks must take goals-based tech to heart

Private banks need to put technological solutions at the heart of their operations if they are to meet the demands raised by clients and relationship managers, though there will always be a need for human interaction

From Comment / Consultants' Corner July 22, 2019

Smoothing the succession path for entrepreneurs

Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

From Fund Selection July 15, 2019

Fund selection - July 2019

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

Historically, German real estate has seen overheated markets and over-supply, but we are far from such scenarios today, according to Consus, a firm keen to manage costs and embrace latest construction technologies.

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