Professional Wealth Managementt

Home / Comment

RSS

Comment

Customer survey

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

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

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

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

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

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

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

Michael O'Sullivan
From Comment

Private View Blog: A putsch too far

The storming of Capitol Hill was just the latest in a series of events which leaves the US’s international reputation in tatters

iPad and papers

Why RIAs should take a closer look at their clients

Having enjoyed years of growth, the Registered Investment Adviser sector had a difficult 2020 and must now look at how to boost customer loyalty, satisfaction and assets

Profit and loss

Wealth managers must act now to drive growth and profitability

Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community