Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients
Comment
From
Comment
/ Consultants' Corner
April 6, 2018
Fintech on Friday: Should wealth managers cash in on crypto currency craze?
Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop
From
Comment
March 23, 2018
Fintech on Friday: Cyber security must be central pillar in wealth managers’ digital journeys
Clients may take care to keep their online bank accounts safe, but are much more relaxed when it comes to social media. Wealth managers must ensure not only that their online platforms are secure, but educate their customers how to protect themselves online
From
Comment
/ Great Debate
February 23, 2018
Should investors stay well away from bitcoin?
Mark Haefele, global CIO at UBS Wealth Management and Nigel Green, founder and CEO of deVere Group, argue whether cryptocurrencies are in a bubble or the next big thing
From
Comment
/ Consultants' Corner
February 21, 2018
Client-centric business models help performance rocket
Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits
From
Comment
/ Editor's Analysis
February 21, 2018
Asia can set tails wagging in Chinese Year of the Dog
There are huge opportunities to be found across Asia, but both local and global investors risk missing out
From
Comment
/ Consultants' Corner
January 12, 2018
The world of wealthcraft
Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings
From
Comment
/ Consultants' Corner
January 5, 2018
Wealth managers must raise game to meet needs of internationally mobile
High net worth individuals are increasingly likely to move around, but wealth managers are falling short when it comes to offering international services
From
Comment
/ Editor's Analysis
December 20, 2017
Pictet’s Collardi coup rewards bank on right track
Having ruled the roost at Julius Baer for almost a decade, eyebrows were raised when Boris Collardi signed up to run Pictet’s wealth management business. But will he be able to exert the same influence he enjoyed in his old role?
From
Comment
/ Consultants' Corner
November 15, 2017
How wealth managers can fulfil entrepreneurs' desires to make a difference
Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing
Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.
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