Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients
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Fintech on Friday: What women want from wealth management technology
Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

Private View Blog: Why ‘greenwashing’ funds benefits no one
Asset managers who overstate the sustainability of their products through ‘greenwashing’ them may fool investors for now, but will pay the price in time

Private View Blog: Is private equity all it is cracked up to be?
Although many private banks are forecasting strong returns from private equity over the next few years, some believe the asset class could be in for a rough ride

Fintech on Friday: How technology can deliver enhanced client value
Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right are considerable

Hong Kong cries out for strong and honest leadership
The civil unrest going on in Hong Kong is nothing new, rather part of a long history of protest which has previously led to social reforms. But with a looming threat of Chinese intervention, the hope is that the territory’s leaders engage in dialogue with civil society to maintain the city’s advantages as a financial centre

Private View Blog: Price is icing on cake of sub-advisory relationships
Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors

Private View Blog: Wallabies and springboks thriving on Isle of Man
South African investors and expats see the Isle of Man as safe haven for both their asserts and their families
Smoothing the succession path for entrepreneurs
Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

Private View Blog: The critical role financial services can play in tackling the climate crisis
Asset managers are in a unique position to help companies transition for a lower carbon future by divesting from the laggards and engaging with those on the right path
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
Global Private Banking Awards 2022
PWM Digital Edition (December 2022 - January 2023)
Wealth Tech Awards 2023
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