Professional Wealth Managementt

Home / Comment

RSS

Comment

What has wealth management got to do with Domino’s pizza?

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

The promise of big data for wealth management has not diminished

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

Jeffrey Sacks, Citi

Is now the time to invest in emerging markets?

Jeffrey Sacks, Emea investment strategist at Citi Private Bank and Ajay Kapur, Asia and global emerging markets strategist at BofA Merrill Lynch Global Research, ask whether emerging markets have turned a corner

PWM 0616 cover

Berlin witnesses passing of investment baton

The new generation of techno-nerds may be guilty of speaking in jargon and much of what they pass off as new ideas are anything but, yet evidence of a generational shift in wealth management was clearly evident at the summer Fund Forum event in Berlin 

Gina Miller, SCM Direct

Would the UK be better off outside the EU?

Gina Miller, founder of SCM Direct.com and Jim Mellon, entrepreneur and fund manager, discuss the impending referendum on the UK’s membership of the EU

Gordon Moore, Intel

Wealth managers seek new ways of delivering investment value

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

How closer engagement with clients can boost performance

Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made 

Simon Smiles, UBS

Should investors bet on banking stocks?

Banking stocks in the US and eurozone had a difficult start to 2016 but opportunities are now arising for investors who choose carefully

PWM 0416 cover

Panama fallout leaves banks in deep water

The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope

Jürg Zeltner, UBS

Time to unleash the geeks on unsuspecting public

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

Watch more videos

Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community