Advances in AI technology mean robo-advisers can offer a more personalised service and therefore build trust and engagement with investors, argues Reginald Warlop
Comment

The lessons learned from SVB and Credit Suisse
The global financial system remains brittle, but steps can be taken to make it more resilient, writes Malik Sarwar

How to close the wealth gap between men and women
Women tend to invest less than men and are less likely to occupy senior wealth management roles. But this can change, argues Nneka Orji from Alvarez & Marsal

China’s wealth management market shows renewed promise
The inherent strength of the Chinese economy, coupled with softening policies and easing regulations, heralds a positive market environment for wealth management service providers

Three ways wealth advisers can manage expectations across generations
Advisers play an important role in inter-generational communication, explains Clarfeld’s director of trust services

What investors should reassess after Silicon Valley Bank's collapse
The demise of the tech start-up lender is symptomatic of the economic strains caused by rapidly rising interest rates, argues Pictet's Arun Sai

Wealth managers tread softly as Asia reopens
Western banks expect Asia-Pacific growth to pick-up now China has emerged from lockdown, but are careful not to put all their eggs in one basket by diversifying across the region

Healthcare offers shelter from the recessionary storm if investors tread carefully
Innovative and best in class healthcare companies should continue to grow, but the sector is not without risk, writes Berenberg’s Matthias Born

Ensuring generational wealth transfer plans are fit for purpose
Philanthropy and ESG are increasingly important to wealthy families and need to be firmly embedded in plans to transfer wealth to the next generation

Wealth managers guilty of a case of mistaken identity
Private banks have frequently got it wrong in their approaches to expanding their client base. Improving the diversity of their workforces would be a good first step to putting things right
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
