Professional Wealth Managementt

Home / Comment

RSS

Comment

From Comment / Consultants' Corner November 15, 2017

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 

PWM 1017 Cover
From Comment / Editor's Analysis October 27, 2017

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 

From Comment / Consultants' Corner October 27, 2017

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

From Comment / Consultants' Corner September 14, 2017

Risk to resilience: wealth in an era of volatility

Wealthy individuals are conscious of having to prepare for the unexpected, though many possess an incomplete understanding of risk profiling and processes. Their advisers need to bridge this gap

From Comment / Consultants' Corner August 24, 2017

Customisation is king for Asia’s empowered investors

Having experienced the benefits of customisation in other areas of their lives, wealthy investors now demand a more personalised service from private banks

PWM 0817 cover
From Comment / Editor's Analysis August 22, 2017

Could private bankers become the new ‘Masters of the Universe’?

Investment bankers used to call the shots, with private banking and asset management seen as little more than diversifiers. But times have changed, and as banks redraw business models, wealth management divisions are being placed front and centre

From Comment / Consultants' Corner July 10, 2017

Catering to today’s multi-dimensional high net worth Asian clients

It is becoming increasingly apparent that wealthy individuals in Asia make for very different clients than their counterparts in the West

PWM Cover 0617
From Comment / Editor's Analysis June 19, 2017

Paris looks to profit from London’s Brexit own goal

While the UK lurches from one political crisis to the next, its European rivals are gearing up to capitalise on the Brexit fallout, with a revitalised Paris claiming it is the natural choice for any firms fleeing London 

From Comment / Consultants' Corner May 26, 2017

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

From Comment / Consultants' Corner April 28, 2017

Does your wealth manager drink coffee or kilowatts?

Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

Latest PWM video

With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018