Professional Wealth Managementt

Home / Comment

RSS

Comment

Yuri Bender web
From Comment May 29, 2019

Private View Blog: Are the good times really over?

Trade wars, the rise of populism and instability in the Middle East have all rattled private investors. Things are unlikely to get better anytime soon

Elliot Smither web
From Comment May 16, 2019

Private View Blog: US-China flare-ups are here to stay

China’s rapid rise and increasing global influence mean friction with the US will continue, whether or not the two sides mange to find an agreement around trade

Eye code
From Comment / Consultants' Corner May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Elisa Trovato web
From Comment May 2, 2019

Private View Blog: Size matters in the sustainable investing world

Smaller asset managers are agile enough to quickly incorporate ESG principles into their DNA, but it will take the size and scale of the behemoths to promote the shift to sustainability the world so urgently needs

Yuri Bender web
From Comment April 18, 2019

Private View Blog: High time private banks started mining their data riches

Wealth managers accumulate huge amounts of client data, but are failing to put it to good use

From Comment / Consultants' Corner April 15, 2019

The benefits of a balanced adviser reward scheme

Financial incentives are a crucial piece of the puzzle when it comes to engaging and motivating employees 

PWM 0419 cover
From Comment / Editor's Analysis April 15, 2019

Private banks must take goals-based tech to heart

Private banks need to put technological solutions at the heart of their operations if they are to meet the demands raised by clients and relationship managers, though there will always be a need for human interaction

Yuri Bender web
From Comment April 4, 2019

Private View Blog: Luxembourg symbolises European goodwill towards UK

Whatever happens with Brexit, many on the continent hope the UK’s financial acumen and expertise remain a key part of the European investment ecosystem

Elliot Smither web
From Comment March 21, 2019

Private View Blog: Starting gun sounds for 2020 White House race

The battle to be the next US president will be a fiery, drawn out affair. How will markets, and the economy, react?

From Comment / Consultants' Corner March 13, 2019

Three things the wealth management industry needs to know about its clients

Clients appear broadly satisfied with the service they receive from wealth managers, although they would like to see more innovation in digital services

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)

Join our community

           
 

Global Private Banking Awards 2020

Wealth Tech Awards 2020

Wealth Tech Awards 2020