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Michael Blake, Union Bancaire Privée
From Comment / Great Debate April 8, 2021

Is an integrated model key to serving family offices?

Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Magnifying glass with notes
From Comment / Consultants' Corner April 7, 2021

Time for wealth industry to re-evaluate client relationships

Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business

Yuri Bender web
From Comment March 18, 2021

Private View Blog: Citi's reshuffled leadership hopes to pull ahead of rivals

Citigroup’s new CEO Jane Fraser sees rich pickings in the high net worth space but does it have the adviser numbers to carry it off?

Customer survey
From Comment / Consultants' Corner March 11, 2021

Five ways to know if a wealth manager has a client-centric culture

Wealth management firms must identify what is most important to clients and work towards addressing those priorities

Working from home feb
From Comment / Consultants' Corner March 9, 2021

Wealth managers miss unique window to attract younger clients

Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry

Eric Rondolat, Signify
From Comment February 26, 2021

Carbon neutrality? Here’s how to do it

Lighting group Signify has made its operations carbon-neutral. Chief executive Eric Rondolat explains how

PWM 0221 cover
From Comment / Editor's Analysis February 25, 2021

Let’s all dance to digitalisation, democratisation and diversity

Financial centres are focused on the rivalry between competing hubs, but so much more can be achieved by working together

Monitor
From Comment February 11, 2021

Private View Blog: If wealth firms get digitalisation right then it can benefit society at large

As wealth managers boost their digital offerings it must be with the aim of doing things better, not just faster

coins-990693_1920
From Comment / Great Debate February 11, 2021

Should we fear post-pandemic inflation?

Two investors go head-to-head, arguing whether or not we should fear inflation after Covid-19

Yuri Bender web
From Comment January 28, 2021

Private View Blog: Biden presidency will be defined by Chinese challenge

The new president has a bulging in-tray, but the relationship between Washington and Beijing is arguably the most important

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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