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
Latest news
Fintech on Friday: Hybrid models key to evolution of digital wealth management
Wealth management is due a shake-up, says Elisabeth Dana, CEO of Infinity Circle, but clients still crave physical relationships
Private View Blog: Size matters in the sustainable investing world
Smaller asset managers can quickly incorporate ESG principles into their DNA, but the scale of the behemoths is urgently needed
Impact investing blooms into life
Can private banks help investors create a positive impact on society and the environment?
Malta fears fallout from disorderly Brexit
Malta’s innovative mindset bodes well for its future, but the island worries about Brexit shock waves
Private View Blog: Starting gun sounds for 2020 White House race
The battle to be the next US president will be a fiery, drawn out affair. How will markets, and the economy, react?
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
/ 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
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
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
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?
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
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
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
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
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
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
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
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
FinTech
March 29, 2019
Fintech on Friday: Emulating digitally native companies
Traditional banks are trying to recreate the flexibility of fintechs. The answer lies in people rather than technology
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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