Professional Wealth Managementt

Home / Comment

RSS

Comment

Sharmil Patwa, Opus Una Financial Services Consulting
From Comment / Consultants' Corner July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Elliot Smither web
From Comment June 27, 2019

Private View Blog: Is ESG a way to tame emerging markets?

Emerging markets are full of potential but notoriously volatile. Can applying an environmental, social and governance approach to investment make for a smoother ride?

PWM 0619 cover
From Comment / Editor's Analysis June 25, 2019

Banks must do more to shield clients from falling fund stars

Private banks’ are frequently dazzled by the size and past performance of ‘blockbuster’ funds and ‘star’ managers and include them on their approved lists of funds without carrying out robust checks. They need to up their game

Yuri Bender web
From Comment June 13, 2019

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

DNA
From Comment / Consultants' Corner June 7, 2019

Fintech on Friday: Embedding digital into a private bank's DNA

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

From Comment / Consultants' Corner June 4, 2019

Interest in SRI yet to be matched by significant capital allocations

Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

Yuri Bender web
From Comment May 29, 2019

Private View Blog: Are the good times really over?

Trade wars, the rise of populism and instability in the Middle East have all rattled private investors. Things are unlikely to get better anytime soon

Elliot Smither web
From Comment May 16, 2019

Private View Blog: US-China flare-ups are here to stay

China’s rapid rise and increasing global influence mean friction with the US will continue, whether or not the two sides mange to find an agreement around trade

Eye code
From Comment / Consultants' Corner May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Elisa Trovato web
From Comment May 2, 2019

Private View Blog: Size matters in the sustainable investing world

Smaller asset managers are agile enough to quickly incorporate ESG principles into their DNA, but it will take the size and scale of the behemoths to promote the shift to sustainability the world so urgently needs

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019