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Fintech on Friday: Cyber security must be central pillar in wealth managers’ digital journeys

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

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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

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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 

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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

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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 

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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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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