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PWM 1020 cover
From Comment / Editor's Analysis October 29, 2020

Striking a balance between performance and personality

Private banks have, in large part, adapted well to the challenges thrown up by the pandemic. But the real winners going forward will be those which are able to combine relationship management with investment performance

Real estate model
From Comment / Consultants' Corner October 26, 2020

Asian elites shun equities for real estate and their own endeavours

Asian entrepreneurs are cutting back on public markets in favour of alternatives and investing in their own businesses, but are they underestimating the risks?

Elisa Trovato web
From Comment October 15, 2020

Private View Blog: Billionaire’s wealth surges as world suffers

While coronavirus is causing lasting damage to people’s living standards, the ultra-wealthy continue to make money

Zoom teaser
From Comment / Consultants' Corner September 18, 2020

Fintech on Friday: Wealth managers must pick a side of the digital divide

Firms have been forced to innovate to stay close to clients during the coronavirus pandemic and going forward must strike a balance between the new ways of doing business and the old high-touch approach

Ylva Baeckstrom
From Comment / Consultants' Corner September 2, 2020

Diverse workforces key for private banks to unlock female clients' true potential

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

PWM 0820 cover
From Comment / Editor's Analysis August 20, 2020

Private asset nirvana clouded by recent hedge fund history

Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?

Thumbs up
From Comment August 6, 2020

Wealth managers must leverage trusted adviser status to grow

Clients tend to be loyal to their wealth managers and would recommend them to others. Firms must make more of this in a Covid-ravaged world

Adam Bendell, Toniic
From Comment / Consultants' Corner July 23, 2020

How alignment can create impact for ESG investors

The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic

Wind and solar
From Comment / Consultants' Corner July 21, 2020

As clients open up to ESG, what role should wealth managers play?

There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments

John Clark, Coley Porter Bell
From Comment / Consultants' Corner July 9, 2020

Giving a brand purpose beyond profit

More brands, and wealth management is no exception, are turning to purpose to give their organisations direction and create more meaning for their clients, says John Clark, strategy director at global branding agency Coley Porter Bell

Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse

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