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
Latest news
Private bankers respond as clients go green
The range of products and services in the sustainable and impact investing arena requires further development
Gulf states experience growing pains as region transforms
The Gulf states and the family run businesses are confronting similar challenges
Greek shipping magnates navigate choppy waters
Greek shipping families claim they have been let down by private banks, but they still need finance and investment expertise
Lyxor launch could spark ETF price war in Europe
The French asset manager has thrown down the gauntlet to its rivals by launching products as cheap as those available in the US
Old and new: the rise of the hybrid proposition
Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings
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
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
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
Asset Allocation
/ Portfolio Management
February 16, 2018
Global asset tracker: Clock ticking for the low volatility era
A sell-off in global stocks in early 2018 may have spooked investors, but respondents to PWM’s third annual asset allocation survey remain optimistic that the global economy remains on course
From
Wealth Management
/ Private Banking
February 21, 2018
Asian private banks struggle to bridge talent gap
Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks
From
Wealth Management
/ Private Banking
February 21, 2018
UBS sees chance to add colour to family office picture
No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari
From
FinTech
April 6, 2018
Fintech on Friday: Should wealth managers cash in on crypto currency craze?
Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop
From
Financial Centres
/ Middle East & Africa
March 2, 2018
Oil price fluctuations hampering GCC reforms
The oil-rich states of the Gulf Cooperation Council may talk about the need to diversify their economies and open themselves up to foreign investment, but any pick-up in the oil price seems to go hand in hand with reforms being put on the back burner
From
FinTech
March 16, 2018
Fintech on Friday: Finding a way to make robo-advice pay
Establishing a successful robo-advisory platform is far from easy, as both traditional banks and tech start-ups have been finding out
From
FinTech
February 23, 2018
Should investors stay well away from bitcoin?
Mark Haefele, global CIO at UBS Wealth Management and Nigel Green, founder and CEO of deVere Group, argue whether cryptocurrencies are in a bubble or the next big thing
From
Financial Centres
February 26, 2018
ESA proposals could harm European fund industry warns Luxembourg fund body
The European Commission’s proposals to strengthen financial supervision are likely to prove costly and are trying to fix a problem that doesn’t exist, according to Alfi
From
FinTech
March 9, 2018
Fintech on Friday: Technology allowing wealth managers to move into mainstream
Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano
From
Comment
/ Editor's Analysis
February 21, 2018
Asia can set tails wagging in Chinese Year of the Dog
There are huge opportunities to be found across Asia, but both local and global investors risk missing out
From
Asset Allocation
/ ETFs
February 21, 2018
Smart beta strategies start to gain traction
The ETF industry is growing in size, with previously niche areas such as fixed income and smart beta reaching a wider audience than ever before
From
Fund Selection
April 16, 2018
Fund selection - April 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
FinTech
March 23, 2018
Fintech on Friday: Cyber security must be central pillar in wealth managers’ digital journeys
Clients may take care to keep their online bank accounts safe, but are much more relaxed when it comes to social media. Wealth managers must ensure not only that their online platforms are secure, but educate their customers how to protect themselves online
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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