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PWM 0419 cover
From Comment / Editor's Analysis April 15, 2019

Private banks must take goals-based tech to heart

Private banks need to put technological solutions at the heart of their operations if they are to meet the demands raised by clients and relationship managers, though there will always be a need for human interaction

Yuri Bender web
From Comment April 4, 2019

Private View Blog: Luxembourg symbolises European goodwill towards UK

Whatever happens with Brexit, many on the continent hope the UK’s financial acumen and expertise remain a key part of the European investment ecosystem

Elliot Smither web
From Comment March 21, 2019

Private View Blog: Starting gun sounds for 2020 White House race

The battle to be the next US president will be a fiery, drawn out affair. How will markets, and the economy, react?

From Comment / Consultants' Corner March 13, 2019

Three things the wealth management industry needs to know about its clients

Clients appear broadly satisfied with the service they receive from wealth managers, although they would like to see more innovation in digital services

Elliot Smither web
From Comment March 7, 2019

Private View Blog: Time for smart beta strategies to prove their worth

ETFs have thrived in the long bull market, but the return of volatility to markets should mean a more fertile environment for active managers. Will smart beta ETFs be able to compete?

Yuri Bender web
From Comment February 26, 2019

Private View Blog: Chelsea’s single-minded shot stopper provides lesson in leadership

Individuals from the worlds of business, finance and politics could learn a thing or two from the young Chelsea goalkeeper who refused to be substituted, writes Yuri Bender

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

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

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