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Malik S. Sarwar, K2 Leaders Inc
From Comment / Consultants' Corner April 7, 2020

What if women ran the wealth management industry?

More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles

Yuri Bender web
From Comment April 2, 2020

Private View Blog: Families focused on succession planning like never before

The coronavirus crisis has reinforced the importance for wealthy families to update generational transfer plans

Elisa Trovato web
From Comment March 19, 2020

Private View Blog: Covid-19 forcing private banks to finally embrace tech revolution

Those wealth managers which have blazed a digital trail are now finding themselves in a far better situation than the laggards

Robot handshake
From Comment / Consultants' Corner March 11, 2020

What does a compelling client experience look like?

Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost

Elisa Trovato web
From Comment March 5, 2020

Private View Blog: Coronavirus - why investors should hold their nerve

Markets may have fallen from record highs as the coronavirus spreads worldwide, but private banks are urging clients to see the epidemic as a transitory, 'tail' event

PWM 0220 cover image
From Comment / Editor's Analysis February 25, 2020

Should private banks have a licence to kill off bonds?

Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?

Yuri Bender web
From Comment February 19, 2020

Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done

Exit sign
From Comment / Consultants' Corner February 19, 2020

Entrepreneurs must not forget their staff in rush for the exit

Entrepreneurs may claim staff make their businesses tick, but the future of the workforce is rarely high on the agenda in initial discussions about handing over control of their companies

Elliot Smither web
From Comment February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Elliot Smither web
From Comment January 23, 2020

Private View Blog: Is private equity the ideal way to tap into African growth?

Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small

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