Professional Wealth Managementt

Home / Comment

RSS

Comment

From Comment / Consultants' Corner September 16, 2016

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Mark Boleat
From Comment / Great Debate August 23, 2016

Is an exodus from London to Paris on the cards?

Mark Boleat, policy chairman at the City of London Corporation and Didier le Menestrel, chairman and founder of La Financière de l’Echiquier, discuss whether Brexit will see Paris overtake London as Europe’s leading financial centre

PWM 0816 cover
From Comment / Editor's Analysis August 23, 2016

Brexit result leaves rival centres jostling for position

London’s pre-eminence as Europe’s leading financial centre may well be under threat following the UK’s vote to leave the European Union, but institutions assess many competitive factors before shipping out staff

From Comment / Consultants' Corner July 25, 2016

What has wealth management got to do with Domino’s pizza?

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

From Comment / Consultants' Corner July 12, 2016

The promise of big data for wealth management has not diminished

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

Jeffrey Sacks, Citi
From Comment / Great Debate July 5, 2016

Is now the time to invest in emerging markets?

Jeffrey Sacks, Emea investment strategist at Citi Private Bank and Ajay Kapur, Asia and global emerging markets strategist at BofA Merrill Lynch Global Research, ask whether emerging markets have turned a corner

PWM 0616 cover
From Comment / Editor's Analysis June 29, 2016

Berlin witnesses passing of investment baton

The new generation of techno-nerds may be guilty of speaking in jargon and much of what they pass off as new ideas are anything but, yet evidence of a generational shift in wealth management was clearly evident at the summer Fund Forum event in Berlin 

Gina Miller, SCM Direct
From Comment / Great Debate May 19, 2016

Would the UK be better off outside the EU?

Gina Miller, founder of SCM Direct.com and Jim Mellon, entrepreneur and fund manager, discuss the impending referendum on the UK’s membership of the EU

Gordon Moore, Intel
From Comment / Consultants' Corner May 17, 2016

Wealth managers seek new ways of delivering investment value

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

From Comment / Consultants' Corner May 16, 2016

How closer engagement with clients can boost performance

Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made 

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (August/September)

Join our community

           
 

Global Private Banking Awards 2020

Wealth Tech Awards 2020

Wealth Tech Awards 2020