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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
From Comment

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

PWM 1019 cover

Global Private Banking Awards 2019 - Analysis: US private banks in tune with client-centric world

PWM’s annual private banking awards see a strong showing from leading US banks which are combining technological innovation, customer service and business acumen, in stark contrast to their risk-averse European rivals 

Elliot Smither web
From Comment

Private View Blog: Concierge services just the ticket for private banks looking to stand out from the crowd

Advances in technology have made it possible for concierge services to be integrated into wealth managers’ offerings, bringing benefits to both private banks and their clients

Elisa Trovato web
From Comment

Private View Blog: Asset managers shunning chance to change corporations’ climate behaviour

The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity

Data globe

Fintech on Friday: Using data to personalise the client experience

Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

Yuri Bender web
From Comment

Private View Blog: Ukrainian assets have foreign investors circling

Family offices, venture capital funds and other investors hungry for yield see plentiful opportunities in Ukraine, especially in its ports, agriculture and technology sectors. But the risks remain, not least over central bank independence and future relations with Vladimir Putin’s Russia   

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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