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Elliot Smither web
From Comment October 31, 2019

Private View Blog: Concierge services just the ticket for private banks looking to stand out from the crowd

Advances in technology have made it possible for concierge services to be integrated into wealth managers’ offerings, bringing benefits to both private banks and their clients

Elisa Trovato web
From Comment October 17, 2019

Private View Blog: Asset managers shunning chance to change corporations’ climate behaviour

The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity

Data globe
From Comment / Consultants' Corner October 11, 2019

Fintech on Friday: Using data to personalise the client experience

Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

Yuri Bender web
From Comment October 3, 2019

Private View Blog: Ukrainian assets have foreign investors circling

Family offices, venture capital funds and other investors hungry for yield see plentiful opportunities in Ukraine, especially in its ports, agriculture and technology sectors. But the risks remain, not least over central bank independence and future relations with Vladimir Putin’s Russia   

Elisa Trovato web
From Comment September 19, 2019

Private View Blog: Private banks must find competitive edge to win over millennials

Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients

VR headset teaser
From Comment / Consultants' Corner September 13, 2019

Fintech on Friday: What women want from wealth management technology

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

Elisa Trovato web
From Comment September 5, 2019

Private View Blog: Why ‘greenwashing’ funds benefits no one

Asset managers who overstate the sustainability of their products through ‘greenwashing’ them may fool investors for now, but will pay the price in time

Elisa Trovato web
From Comment August 22, 2019

Private View Blog: Is private equity all it is cracked up to be?

Although many private banks are forecasting strong returns from private equity over the next few years, some believe the asset class could be in for a rough ride

Smartphone
From Comment / Consultants' Corner August 16, 2019

Fintech on Friday: How technology can deliver enhanced client value

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

PWM 0819 cover
From Comment / Editor's Analysis August 15, 2019

Hong Kong cries out for strong and honest leadership

The civil unrest going on in Hong Kong is nothing new, rather part of a long history of protest which has previously led to social reforms. But with a looming threat of Chinese intervention, the hope is that the territory’s leaders engage in dialogue with civil society to maintain the city’s advantages as a financial centre

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (June/July)

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