Professional Wealth Managementt
Yuri Bender web
From Comment April 18, 2019

Private View: 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

PWM 0419 cover
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

Kasia Kiladis, Fidelity International
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  

                       
                         
                   
                         
A new era for diversified investments         Working with the next generation            
Fixed income investing
                                     
                                   
                                     
                               
                                     
Facilitating global flows through Jersey                 Investing with the next generation                 Cyprus: a financial hub for Europe and the middle east
                                     
                                     
                                   
                                     
                               
                                     
ETF trends in the late bull run                 The wealthtech revolution                 The rise of fixed income ETFs
                                     
Brian O'Rourke, Mediolanum Asset Management
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

Warsaw
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 

Arc De Triumphe
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

Rémi Frank, BNP Paribas
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

Yuri Bender web
From Comment April 4, 2019

Private View: 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

Thierry Derungs, BNP Paribas
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

Tanvi Davda, Saranac
From Wealth Management / Private Banking February 28, 2019

Saranac start-up sees gap in bespoke solutions market

London-based Saranac claims to offer high net worth individuals a range of unconventional solutions

PWM 0219 cover
From PWM Research / Asset Allocation February 25, 2019

Global Asset Tracker: Macro mega trends strike chord with wealthy clients

Investments identifying long-term themes, such as the rise of technology and changing demographics, are popular among private banking clients 

Marina Lui, UBS
From Wealth Management / Profiles February 20, 2019

Hong Kong central to UBS plans for Greater Bay Area

Hong Kong’s connectivity will be key to opening up the wider region to international clients and markets, believes Marina Lui, head of China business at UBS Wealth Management

Benoit Legrand, ING web
From FinTech March 15, 2019

Fintech on Friday: Why it takes blood, sweat and tears to foster an innovative mindset

The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand

Claire Perryman, SPDR
From Asset Allocation / ETFs February 27, 2019

ETFs brace for shift in investment landscape

Passive ETFs have enjoyed a QE-fuelled bull market for years. As the economic cycle winds down, will they continue to see inflows, or could smart beta strategies finally come of age?

PWM 0219 cover
From Comment / Editor's Analysis February 25, 2019

Private bankers retune to families’ global mindset

Today’s ‘global families’ are no longer simply looking for portfolio management from wealth managers. The modern private bank must adapt to offer a much wider range of services to all members and branches of these increasingly international clans

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 

From Fund Selection April 11, 2019

Fund selection - April 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

Latest PWM video

Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

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