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Elliot Smither web
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Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Elliot Smither web
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Private View Blog: Is private equity the ideal way to tap into African growth?

Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small

Pile of banknotes

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Elisa Trovato web
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Private View Blog: Want to boost performance? Hire more women

There is evidence funds could boost performance by increasing the gender diversity of their management teams, but change is proving a slow process

PWM 1219 cover web

Banks out to prove they are in the same decade as clients

Private banks are well aware they need to adjust their offer to clients, with an increasing focus on private equity, real estate and ESG products along with a shift in the way they manage relationships

Elisa Trovato web
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Private View Blog: Private equity - why it pays to get women in on the deal

Deals finalised by a gender-diverse investment committee outperform those led by male-only teams, yet the private equity industry continues to struggle to attract women

Customer loyalty teaser

How wealth managers can build a loyal client base

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

Elisa Trovato web
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Private View Blog: Are billionaires a force for good?

The wealthiest members of society are both celebrated as job creators and vilified as a symptom of a society which badly needs reform

Elizabeth Warren

Investors should fear Warren’s plans to reshape US economy

Should she become president, Elizabeth Warren has ambitious plans that would alarm markets and investors

PWM 1019 cover

US ‘Superbanks’ leave Swiss rivals redrawing strategies

While US private banks have used the huge wealth generated by a booming economy to transform themselves, European players, and the Swiss in particular, are having to overcome multiple headwinds. One thing is certain though: the successful firms of tomorrow will be the ones who put clients firmly at the heart of their business

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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