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
Comment
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
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
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
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
From
Comment
March 7, 2019
Private View Blog: Time for smart beta strategies to prove their worth
ETFs have thrived in the long bull market, but the return of volatility to markets should mean a more fertile environment for active managers. Will smart beta ETFs be able to compete?
From
Comment
February 26, 2019
Private View Blog: Chelsea’s single-minded shot stopper provides lesson in leadership
Individuals from the worlds of business, finance and politics could learn a thing or two from the young Chelsea goalkeeper who refused to be substituted, writes Yuri Bender
From
Comment
/ Editor's Analysis
February 25, 2019
Private bankers retune to families’ global mindset
Today’s ‘global families’ are no longer simply looking for portfolio management from wealth managers. The modern private bank must adapt to offer a much wider range of services to all members and branches of these increasingly international clans
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.
PWM Digital Edition (August/September)
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