Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right
Comment
From
Comment
/ Consultants' Corner
October 27, 2015
Making video marketing work for financial services
From
Comment
/ Editor's Analysis
September 27, 2015
Banks must embrace both man and machine
The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers
From
Comment
/ Consultants' Corner
September 23, 2015
UBS reaps rewards of Asia-first strategy
Many of the world’s largest wealth managers have tried to conquer Asia but few have been as successful as UBS, with adviser recruitment and digital innovation central to its success
From
Comment
/ Great Debate
September 4, 2015
Does Africa or the Gulf burn brightest?
Nick Wilson of the Qatar Investment Fund and IOTA’s Jean-Charles Charki debate whether Africa or the Gulf states offer greater opportunities to investors
From
Comment
/ Editor's Analysis
August 24, 2015
London calling as private banks connect with the future
The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond
From
Comment
/ Editor's Analysis
July 2, 2015
Local banking scene not enough for ‘national champions’
As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow
From
Comment
/ Consultants' Corner
June 12, 2015
Is Usain Bolt the answer for Asian wealth management?
Asia’s wealth is expanding at a fantastic rate but the region’s wealth managers are struggling to keep up and many need radical overhauls to attract clients
From
Comment
/ Editor's Analysis
May 22, 2015
No easy wins for those galácticos still in wealth management game
Boutique banks, global players and the new robo-advisers are all scrapping for a share of the world wealth pie. Can all prosper?
From
Comment
/ Consultants' Corner
May 21, 2015
Clients not always happy to play follow the wealth adviser
Only a minority of wealth advisers are able to convince clients to follow them when they move to a new firm, which should change how banks go about hiring staff
From
Comment
/ Great Debate
May 11, 2015
Is smart beta a wise strategy for private investors?
A.A. Advisors’ Christophe Boucher and Bertrand Maillet debate with Alan Miller of SCM Direct whether smart beta strategies are suitable for private clients
Latest PWM video
Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.
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