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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

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 

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

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

Elliot Smither web
From Comment March 21, 2019

Private View: 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 Comment / Consultants' Corner March 13, 2019

Three things the wealth management industry needs to know about its clients

Clients appear broadly satisfied with the service they receive from wealth managers, although they would like to see more innovation in digital services

Elliot Smither web
From Comment March 7, 2019

Private View: Time for smart beta strategies to prove their worth

ETFs have thrived in the long bull market, but the return of volatility to markets should mean a more fertile environment for active managers. Will smart beta ETFs be able to compete?

Yuri Bender web
From Comment February 26, 2019

Private View: Chelsea’s single-minded shot stopper provides lesson in leadership

Individuals from the worlds of business, finance and politics could learn a thing or two from the young Chelsea goalkeeper who refused to be substituted, writes Yuri Bender

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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

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From Comment / Consultants' Corner February 8, 2019

Fintech on Friday: Striking the right balance between personalisation and privacy

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

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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