Professional Wealth Managementt
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

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

                       
                         
                   
                         
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
                                     
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

Elisa Trovato web
From Comment May 2, 2019

Private View Blog: Size matters in the sustainable investing world

Smaller asset managers are agile enough to quickly incorporate ESG principles into their DNA, but it will take the size and scale of the behemoths to promote the shift to sustainability the world so urgently needs

Bill Browder
From Wealth Management / Business Models February 27, 2019

Danske scandal should lead to renewed scrutiny of new clients

The scandal involving Russian billions which has enveloped Danske Bank reinforces the need for banks to have stringent due diligence procedures in place for identifying sources of clients’ funds

Eye code
From FinTech May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Kasia Kiladis, Fidelity International
From Asset Allocation / Equity April 15, 2019

How long can the good times last in the US?

The US economy is predicted to slow this year, but that does not mean there are no investment opportunities to be found, with the technology and healthcare sectors attracting plenty of interest  

Netflix
From FinTech April 26, 2019

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

Yuri Bender web
From Comment April 18, 2019

Private View Blog: High time private banks started mining their data riches

Wealth managers accumulate huge amounts of client data, but are failing to put it to good use

Superman
From FinTech April 12, 2019

Fintech on Friday: Creating Superman through the application of technology

New tools to empower relationship managers already exist. Without them, they will not be able to compete

Arc De Triumphe
From Financial Centres April 15, 2019

Fiscal incentives fuel Parisian love affair with business

Making the French capital a base for management and research teams is part of the plan to allow it to compete with European rivals

Rémi Frank, BNP Paribas
From Wealth Management / Profiles March 13, 2019

BNP Paribas senses growth opportunities among Middle Eastern and German elites

The ‘key client’ group at BNP Paribas Wealth Management has found rich pickings in Asia and is now shifting attention to other markets, says its boss Rémi Frank

Yuri Bender web
From Comment April 4, 2019

Private View Blog: Luxembourg symbolises European goodwill towards UK

Whatever happens with Brexit, many on the continent hope the UK’s financial acumen and expertise remain a key part of the European investment ecosystem

From Fund Selection May 13, 2019

Fund selection - May 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

From Comment / Consultants' Corner April 15, 2019

The benefits of a balanced adviser reward scheme

Financial incentives are a crucial piece of the puzzle when it comes to engaging and motivating employees 

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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