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Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Banks must prepare to grasp transformative power of technology

Although some private banks have made great strides in transforming their business models for the digital era, the inaugural Wealth Tech Awards process showed the majority still have a long way to go

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Winners and highly commended

PWM's inaugural Wealth Tech Awards contains 25 global and regional categories, rewarding 22 institutions for their ability to use technology to transform their business models and contributing to drive growth, support advisers, enhance brand and improve client experience

Wealth Tech Awards 2018 web teaser
From FinTech June 14, 2018

Wealth Tech Awards 2018: Winners' profiles

      

                   
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Investing with the next generation                 Cyprus: a financial hub for Europe and the middle east       Fund management companies and what they can offer - spotlight on Luxembourg
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From Awards June 14, 2018

Banks could learn lessons from innovative CIOs

Only a handful of private banks have truly embraced the realities of the tech revolution, although their chief investment officers have long been targeting the themes which underpin the evolution of a digital society

Taimur Baig, DBS Bank
From Asset Allocation / Equity June 6, 2018

Are emerging markets set for a new taper tantrum?

A strengthening dollar led to outflows across emerging market asset classes in recent weeks, with Turkey and Argentina hardest hit. Are they the first in a line of dominos, or are fundamentals strong enough to ride out this turbulence?

Anjalika Bardalai, TheCityUK
From Financial Centres June 6, 2018

A tale of two cities: London and Paris battle for fund supremacy

The French and UK capitals are both running initiatives designed to raise the profiles of their asset management industries with domestic and external audiences  

Mark Lewin, IOM
From Financial Centres June 6, 2018

Isle of Man’s digital dreams

Although financial services remain a key component of the Isle of Man economy, technology is increasingly important to the island's future

Amin Rajan, Create
From FinTech May 24, 2018

Fintech on Friday: Alternative investments deal with digital disruption

Downward pressure on fees and the ability to connect with new client segments are driving digitisation in the alternatives sector

Ryan Blute, Pimco
From PWM Research / Sub-Advisory April 17, 2018

Sub-advisory evolves to meet distributors’ rising demands

Respondents to PWM’s 14th annual sub-advisory research survey point to increased regulation and the promise of tailored solutions to meet clients’ needs as driving growth in the sector

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From Wealth Management / Private Banking April 11, 2018

Greek shipping magnates navigate choppy waters

Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

Milena Grayde, JP Morgan
From Wealth Management / Family Offices April 11, 2018

JP Morgan investment bank takes seat at family table

JP Morgan’s investment and private banking divisions are collaborating to serve family offices, explains Milena Grayde, who heads up a new team targeting this lucrative market

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From Wealth Management / Business Models April 17, 2018

Private bankers respond as clients go green

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

Martin Moloney, Central Bank of Ireland
From Asset Allocation / ETFs April 26, 2018

Regulators wrestle with rapidly expanding ETF industry

As the exchange traded fund industry continues its record-breaking growth, are these investment vehicles sufficiently regulated?

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From Wealth Management / Private Banking April 17, 2018

Lick of paint not enough to save private banks

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Grant Bowers, Franklin Templeton
From Asset Allocation / Equity April 11, 2018

Fears over Trump’s trade wars add to turbulence

Although volatility returned to US equities in the early months of the year, the country's economy remains strong and markets appear well placed to continue their upward trend  

From Fund Selection June 12, 2018

Fund selection - June 2018

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 Regulation May 8, 2018

Regulation a chance to better align interests of clients and their advisers

It is predicated that the fiduciary rule in the US will mean mass affluent clients miss out on financial advice, just as they did in the UK following the Retail Distribution Review. Wealth managers must respond by filling this advice gap with technology-led solutions such as robo-advice

Latest PWM video

Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions

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