A number of new funds are starting to find their way onto the market and are attracting inflows but putting the client first is paramount
Comment
From
Comment
/ Editor's Analysis
December 1, 2008
Warcraft vital for funds’ survival
Conditions may be severe but fund management groups must remain in contact with their clients or risk missing out once the situation improves
From
Comment
/ Editor's Analysis
November 1, 2008
No-parking signs put out for speculators
Uncertain times mean that wealth managers are finally being forced to put clients first, and banks which created products purely for profit are suffering
From
Comment
/ Editor's Analysis
October 1, 2008
Give way to the less heralded resources
If financial institutions are to survive, they need to allow solutions from much-ignored resources, e.g. women bankers and developing countries
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.
PWM Digital Edition (August/September)
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