Clients may take care to keep their online bank accounts safe, but are much more relaxed when it comes to social media. Wealth managers must ensure not only that their online platforms are secure, but educate their customers how to protect themselves online
Comment
Fintech on Friday: Cyber security must be central pillar in wealth managers’ digital journeys

Should investors stay well away from bitcoin?
Mark Haefele, global CIO at UBS Wealth Management and Nigel Green, founder and CEO of deVere Group, argue whether cryptocurrencies are in a bubble or the next big thing
Client-centric business models help performance rocket
Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

Asia can set tails wagging in Chinese Year of the Dog
There are huge opportunities to be found across Asia, but both local and global investors risk missing out

The world of wealthcraft
Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings
Wealth managers must raise game to meet needs of internationally mobile
High net worth individuals are increasingly likely to move around, but wealth managers are falling short when it comes to offering international services

Pictet’s Collardi coup rewards bank on right track
Having ruled the roost at Julius Baer for almost a decade, eyebrows were raised when Boris Collardi signed up to run Pictet’s wealth management business. But will he be able to exert the same influence he enjoyed in his old role?
How wealth managers can fulfil entrepreneurs' desires to make a difference
Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing

New wave of private banks better placed to perform to regional audience
The younger, more dynamic private banks which cut their teeth in the emerging regions appear better placed to rise up and challenge the global leaders for a seat at the top table than the more traditional European names
Have wealth firms fixated on costs at the expense of income?
Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
