Private banks have, in large part, adapted well to the challenges thrown up by the pandemic. But the real winners going forward will be those which are able to combine relationship management with investment performance
Latest News
Asian elites shun equities for real estate and their own endeavours
Asian entrepreneurs are cutting back on public markets in favour of alternatives and investing in their own businesses
Emerging markets diverge as Covid leaves its mark
Coronavirus has sparked volatility across emerging markets, but clear winners can be found in terms of both regions and sectors
Wealthy Latin Americans broaden investment horizons
The US is proving particularly popular with Latam individuals trying to insulate themselves against the Covid-19 pandemic and the volatility...
Fintech on Friday: Wealth managers must pick a side of digital divide
Firms must strike a balance between the new ways of doing business and the old high-touch approach
From
Comment
/ Editor's Analysis
October 29, 2020
Striking a balance between performance and personality
From
Asset Allocation
/ Alternatives
October 26, 2020
Asian elites shun equities for real estate and their own endeavours
Asian entrepreneurs are cutting back on public markets in favour of alternatives and investing in their own businesses, but are they underestimating the risks?
From
Comment
October 15, 2020
Private View Blog: Billionaire’s wealth surges as world suffers
While coronavirus is causing lasting damage to people’s living standards, the ultra-wealthy continue to make money
From
Wealth Management
/ Business Models
October 1, 2020
Private View Blog: Helping clients get to grips with ESG
Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken
From
Financial Centres
/ Europe
/ Italy
October 29, 2020
Private capital is a driver for the real economy
Mediobanca Private Banking can help clients safeguard their financial wealth while also managing all their assets, “because it is able to offer a Private Investment Bank model”, says Angelò Viganò, Head of Mediobanca Private Banking
From
FinTech
August 28, 2020
Fintech on Friday: Robo-advisers and the future of financial planning
Robo-advisers must identify new revenue streams and find an efficient balance between automated services and human interaction if they are to become commercially successful
From
Sustainability
September 30, 2020
On the spot: Can markets alone solve environmental issues?
Ronald Cohen from the Global Steering Group for Impact Investment and Standard Chartered CEO Bill Winters ask if government involvement is needed to push markets in a greener direction
From
Sustainability
September 30, 2020
Ideas exchange: Companies should seek out black female talent in Brazil
More than half of Brazil's population is black and yet less than 5 per cent of C-level positions are occupied by black people, with women particularly underrepresented
From
FinTech
September 17, 2020
Asset managers must modernise method and message to meet client expectations
As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah
From
Wealth Management
/ Private Banking
August 5, 2020
UBS co-heads strive to combine tradition and innovation
The drive by co-presidents Iqbal Khan and Tom Naratil to put digital at the heart of UBS's wealth management offering has been given a boost by Covid-19, but both insist human interaction remains vital
From
Wealth Management
/ Business Models
September 9, 2020
Racial diversity essential to securing the best staff and highest profitability
Companies which fail to actively promote diversity are not only missing out on high-quality staff, but are simply leaving money on the table
From
FinTech
July 24, 2020
Fintech on Friday: Has wealth digitally delivered during the pandemic?
Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice
From
Wealth Management
/ Business Models
September 2, 2020
Diverse workforces key for private banks to unlock female clients' true potential
There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women
From
Wealth Management
/ Business Models
August 24, 2020
Financial firms predict office will remain post-Covid business hub
Financial institutions will need to maintain a post-Covid physical office presence, even if the set-up changes, as many employees continue to work for part of the week from home
From
Wealth Management
August 20, 2020
Private asset nirvana clouded by recent hedge fund history
Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?
From
Asset Allocation
/ Portfolio Management
August 17, 2020
Existing real estate trends accentuated by Covid-19 pandemic
While sectors like hospitality, retail and offices have been hit hard by the pandemic, others, such as logistics, are thriving. How should investors be responding to this upheaval?
From
Fund Selection
October 22, 2020
Fund selection - October 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
Sustainability
September 30, 2020
Investor engagement on climate has a long way to go
Asset managers may take climate factors into account when making investment decisions, but many are failing to engage with the companies themselves over these issues
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (August/September)
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