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Elisa Trovato web
From Comment August 8, 2019

Private View Blog: Price is icing on cake of sub-advisory relationships

Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors

Elliot Smither web
From Comment July 24, 2019

Private View Blog: Wallabies and springboks thriving on Isle of Man

South African investors and expats see the Isle of Man as safe haven for both their asserts and their families

From Comment / Consultants' Corner July 22, 2019

Smoothing the succession path for entrepreneurs

Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

Elisa Trovato web
From Comment July 11, 2019

Private View Blog: The critical role financial services can play in tackling the climate crisis

Asset managers are in a unique position to help companies transition for a lower carbon future by divesting from the laggards and engaging with those on the right path

Sharmil Patwa, Opus Una Financial Services Consulting
From Comment / Consultants' Corner July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Elliot Smither web
From Comment June 27, 2019

Private View Blog: Is ESG a way to tame emerging markets?

Emerging markets are full of potential but notoriously volatile. Can applying an environmental, social and governance approach to investment make for a smoother ride?

PWM 0619 cover
From Comment / Editor's Analysis June 25, 2019

Banks must do more to shield clients from falling fund stars

Private banks’ are frequently dazzled by the size and past performance of ‘blockbuster’ funds and ‘star’ managers and include them on their approved lists of funds without carrying out robust checks. They need to up their game

Yuri Bender web
From Comment June 13, 2019

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

DNA
From Comment / Consultants' Corner June 7, 2019

Fintech on Friday: Embedding digital into a private bank's DNA

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

From Comment / Consultants' Corner June 4, 2019

Interest in SRI yet to be matched by significant capital allocations

Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

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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