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Paul Myners
From Comment January 20, 2022

No-nonsense approach made Paul Myners an agent of change

The former treasury minister and Gartmore chief executive, who has died aged 73, played a significant role in remoulding the financial sector

Asian digital window
From Comment / Consultants' Corner January 5, 2022

Asian wealth management clients desire both digital delivery and customer service

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

PWM 20 year cover
From Comment / Editor's Analysis December 15, 2021

The bold, the brilliant and the brave

Many key trends have transformed private banking over the past two decades, but some talented individuals have provided the impetus for change 

Wind and solar
From Comment December 10, 2021

Why stewardship is the new linchpin of climate investing

The only way to reach climate targets will be if shareholders take a more active approach, thus forcing companies down a greener path 

Didier Duret
From Comment December 2, 2021

Private View Blog: How three global crises ended investors’ free lunches

It has become harder to generate returns and manage portfolio risk, but innovative solutions can bring success, argues Didier Duret

Alice Wang, Quaero Capital
From Comment November 18, 2021

Private View Blog: Korea’s cultural wave makes global splash

South Korea’s film, TV and music scene is reaching around the world, bringing huge benefits to the country’s economy

Financial adviser
From Comment / Consultants' Corner November 15, 2021

Demand for financial advice has increased substantially along with client expectations

There is increasing demand for financial advice and emerging expectations from clients that, when embraced, can set wealth advisers apart

PWM 1021 cover
From Comment / Editor's Analysis November 3, 2021

Top dogs take fresh approach to investment and technology

The top gongs in PWM’s Global Private Banking Awards went to those banks which displayed innovative thinking towards portfolio management and in the digital arena, while scandals still plague the industry 

Nicolas Roth, REYL & Cie
From Comment October 29, 2021

Private View Blog: Private markets are not a panacea for yield-starved investors

Private markets may be becoming more mainstream but would-be investors must be aware of what they would be getting into

Didier Duret
From Comment October 14, 2021

Private View Blog: What is wrong with private banks' approach to thematic investing?

Client portfolios loaded with thematic investments tend to be highly correlated. It is time for a new approach, argues Didier Duret

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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