Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable
Latest news
Fintech on Friday: Vendors partner up to meet needs of wealth managers
Technology firms are increasingly collaborating to meet the needs of their client base
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
Wealth Tech Awards 2019: Banks finally ready to press start button on tech transformation
Private banks are at last devoting significant resources to meeting the digitalisation challenge
Can emerging markets sail through trade storms?
Emerging markets seem particularly vulnerable to the escalating trade war between China and the US
Fintech on Friday: Citi sees no need for warp speed on digital journey
Digitalisation is important, says Citi’s Luigi Pigorini, but one-to-one contact with clients is actually increasing
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
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
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
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?
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
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?
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
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
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
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
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
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
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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