Professional Wealth Managementt

Home / Comment

RSS

Comment

Brexit

Should EU stay or should EU go now?

What does the UK’s referendum on EU membership mean for the world of wealth? And importantly, does it matter?

PWM 0316 cover

Silver lining to cloud over private banking

UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking

Julius Baer - Getty

Is the wealth management M&A boom set to continue?

Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note

Can Credit Suisse’s social network for the wealthy succeed?

The success or failure of Credit Suisse’s new Eleven Group will be dependent on the extent to which it understands client engagement and provides a flexible framework for collaboration driven by users  

Individuals failing to plan for transfer of wealth to next generation

The largest transfer of wealth in history is due to happen in the coming years, but surprisingly few wealthy individuals have plans in place

Big is not always beautiful for finding success in Asia

Leading wealth managers may believe they need to be of a certain size to succeed in Asia, but there is little evidence to back up these claims and smaller players can still thrive

PWM 1115 cover

Innovation part of wider move out of the shadows

Private banks talk a good game about technological transformations but many are just tinkering rather than truly innovating

UBS attempts to answer life’s big questions

Financial service firms often struggle to communicate their values to clients, which makes UBS’ new branding campaign all the more impressive

Making video marketing work for financial services

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

PWM 1015 cover

Banks must embrace both man and machine

The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers

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