Professional Wealth Managementt
Schuyler Weiss, Alpian
From FinTech August 5, 2022

Fintech on Friday: A Swiss private bank in the palm of your hand

Digital private bank Alpian is targeting the mass affluent segment with a client-centric business model

Petra Posnikova, VAR Capital
From Wealth Management / Business Models July 21, 2022

Private View Blog: Wealthy women don’t require special treatment

Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital

Francois Savary, Prime Partners

Can alternatives protect portfolios from twin threats of recession and inflation?

Portfolios held by the world's wealthiest families are increasing investments into real assets, meaning private banks must develop the necessary expertise to meet this growing demand

                           
                             
                       
                             
Innovation in digital wealth management             Dominica citizenship in profile            
Fixed income in focus
                                     
                                   
                                     
                               
                                     
Spotlight on St Kitts & Nevis                 Investing in Ukraine: Where brains meet grains                 Investing in Dominica: Nature Isle of the Caribbean
                                     
                                     
                                   
                                     
                               
                                     
Outlook for fixed income                 ETF trends in the late bull run                 The wealthtech revolution
                                     
Anna Zakrzewski, Boston Consulting Group
From FinTech July 22, 2022

Fintech on Friday: Private banks prepare to take crypto plunge

Wealth managers may have been slow to embrace digital assets, but with client demand increasing, many are now looking for the best way to boost their offerings

Chetan Sehgal, Templeton Emerging Markets Investment Trust
From Asset Allocation / Equity July 8, 2022

Pandemic proves emerging markets’ newfound resilience

Developing markets now have deeper capital markets as well as local investors, meaning they are much better placed to weather global crises

Michael Reinhard, Universal Investment
From FinTech July 8, 2022

Fintech on Friday: Asset managers must innovate to thrive in digital age

Innovation in asset management is not just about creating new products but about fostering an innovation culture, argues Michael Reinhard

Makar Paseniuk, ICU
From Wealth Management / Profiles April 20, 2022

ICU determined to keep Ukrainian economy on track

Ukraine’s investment industry is working hard to ensure the country’s economy does not collapse in the face of the Russian invasion, says ICU’s Makar Paseniuk

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From Awards June 24, 2022

Wealth Tech Awards 2022: Winners and highly commended

Fifty-five private banks entered the fifth annual Wealth Tech Awards. The winners and highly commended banks are listed below

Mariam Rassai, BNP Paribas Wealth Management
From FinTech June 24, 2022

Bankers and engineers team up at BNP Paribas

Mariam Rassai has driven the digital transformation at French stalwart BNP Paribas Wealth Management and was determined to have clients involved from the outset

PWM Cover 0622
From Comment / Editor's Analysis June 24, 2022

Automating ESG investment will be no walk in the park

Keen to leverage their ethical and technological expertise, many private banks are promising to make ESG investing available through digital channels. But the challenges of providing this should not be underestimated

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From Awards June 24, 2022

Wealth Tech Awards 2022: Global winners

   

Willem Sels, HSBC
From FinTech June 17, 2022

Fintech on Friday: Should investors care about the metaverse?

We stand at the threshold of a new 3D virtual world of the metaverse. Where are the opportunities for investors?

Muriel Danis

Wealth managers face challenges to make sustainability default setting in portfolios

The benefits to running sustainable portfolios as standard for clients are widespread, but private banks must overcome a number of hurdles if they are to achieve this

ESG coins
From Comment / Great Debate April 6, 2022

Should private client portfolios be sustainable by default?

Eleonore Bedel, global head of sustainable investment at BNP Paribas Wealth Management and James Purcell, group head of sustainable investment at Quintet Private Bank, discuss the role of ESG in portfolios

Azamat Sultanov, Fortu Wealth
From FinTech June 10, 2022

Fintech on Friday: Is now the time to dive into crypto markets?

Crypto assets have gone mainstream, believes Azamat Sultanov, co-founder of Fortu Wealth, and with prices having dipped to pre-pandemic levels he believes now is the time to invest

From Fund Selection July 6, 2022

Fund Selection - July 2022

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 Fund Selection June 16, 2022

Fund Selection - June 2022

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

Asian private banks often look for European partners with investment expertise to improve their offer, while relationships with start-ups and tech firms can also help boost innovation in wealth management.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (June/July 2022)

Wealth Tech Awards 2022

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