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Private View Blog: Billionaire’s wealth surges as world suffers

While coronavirus is causing lasting damage to people’s living standards, the ultra-wealthy continue to make money

Zoom teaser

Fintech on Friday: Wealth managers must pick a side of the digital divide

Firms have been forced to innovate to stay close to clients during the coronavirus pandemic and going forward must strike a balance between the new ways of doing business and the old high-touch approach

Ylva Baeckstrom

Diverse workforces key for private banks to unlock female clients' true potential

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

PWM 0820 cover

Private asset nirvana clouded by recent hedge fund history

Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?

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Wealth managers must leverage trusted adviser status to grow

Clients tend to be loyal to their wealth managers and would recommend them to others. Firms must make more of this in a Covid-ravaged world

Adam Bendell, Toniic

How alignment can create impact for ESG investors

The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic

Wind and solar

As clients open up to ESG, what role should wealth managers play?

There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments

John Clark, Coley Porter Bell

Giving a brand purpose beyond profit

More brands, and wealth management is no exception, are turning to purpose to give their organisations direction and create more meaning for their clients, says John Clark, strategy director at global branding agency Coley Porter Bell

DNA

Is success written into DNA of family business entrepreneurs?

Family businesses hold a number of advantages over self-starter entrepreneurs, but they face additional hurdles

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Opportunities abound for leaders who embrace reform

The world is changing and many political leaders appear out of touch. But those businesses and financial firms which embrace diversity, ESG criteria and the digital world will find they are in step with their client base

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.

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