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PWM 0219 cover
From Comment / Editor's Analysis February 25, 2019

Private bankers retune to families’ global mindset

Today’s ‘global families’ are no longer simply looking for portfolio management from wealth managers. The modern private bank must adapt to offer a much wider range of services to all members and branches of these increasingly international clans

Facebook privacy
From Comment / Consultants' Corner February 8, 2019

Fintech on Friday: Striking the right balance between personalisation and privacy

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

Gina Miller, SCM Direct
From Comment / Great Debate January 31, 2019

Why Brexit is all about politics

Roger Bootle, who voted leave, and Gina Miller, a remainer, discuss the political origins of the UK’s decision to leave the EU and predict what the future may hold

Garmin
From Comment / Consultants' Corner January 14, 2019

Getting inside clients' heads helps wealth managers build better brands

By taking the time to better understand what delights and frustrates clients, wealth managers can amplify the effects of making small changes to more effectively address larger challenges and reposition their brand accordingly

From Comment / Consultants' Corner January 4, 2019

Fintech on Friday: Wealth managers’ digital strategies due an upgrade

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change

PWM 1218 cover
From Comment / Editor's Analysis December 17, 2018

Focus on ‘will of the people’ misses bigger Brexit picture

Much of the talk around the ongoing Brexit process ignores the importance of trade and the myriad benefits of closer relationships with neighbouring countries

From Comment / Consultants' Corner November 19, 2018

Time for asset managers to really get to know their clients

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

PWM 1118 cover
From Comment / Editor's Analysis November 8, 2018

‘Tech and talent’ tonic key to banks’ slimline future

Although private banks in Asia remain in expansion mode, most of global institutions are starting to review the efficiency of their operations, both in terms of headcounts and jurisdictions in which they operate 

PWM 1118 cover
From Comment / Editor's Analysis November 8, 2018

Global Private Banking Awards 2018 - Analysis: US private banks spread their wings

Citi unseating UBS for top spot in PWM’s annual private banking awards is indicative of a wider trend of US institutions’ increasingly ambitious global plans

Digital pensioners
From Comment / Consultants' Corner October 5, 2018

Putting technology at the heart of wealth management

It is not just millennials who are living in the digital age. Wealth managers must utilise technology to deepen relationships with clients of all ages

Historically, German real estate has seen overheated markets and over-supply, but we are far from such scenarios today, according to Consus, a firm keen to manage costs and embrace latest construction technologies.

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