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Consultants' Corner

Michael Reinhard, Universal Investment

Fintech on Friday: Asset managers must innovate to thrive in digital age

Innovation in asset management is not just about creating new products but about fostering an innovation culture, argues Michael Reinhard

Asian digital window

Asian wealth management clients desire both digital delivery and customer service

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

Financial adviser

Demand for financial advice has increased substantially along with client expectations

There is increasing demand for financial advice and emerging expectations from clients that, when embraced, can set wealth advisers apart

Euro notes

Has the pandemic changed how Europe’s ultra-wealthy invest?

Equities, private equity and real estate, as well as credit solutions, have all remained appealing to Europe’s wealthiest investors despite Covid uncertainty 

Ian Woodhouse, Orbium Consulting Practice

Private View Blog: The democratisation of wealth in Europe

The mass affluent market, previously somewhat neglected in Europe, is now in vogue, as wealth services become more readily available to all via digital channels

Candidate search

Asia’s drive to digital sparks bidding war for tech talent

To succeed, wealth management firms will need to take a hybrid approach of ‘tech touch’ and ‘high touch’ to meet client needs

Mark Kenkre, Keller Lenkner UK

Credit Suisse left reeling from Greensill fallout

Having made bold claims about the financial strength of Greensill Capital, Credit Suisse is now facing significant litigation from investors who have lost billions

Asian digital window

Will Asia's wealth managers embrace digital window of opportunity?

Changing client expectations combined with an internal appetite for innovation means Asia's wealth firms have a unique opportunity to overhaul their digital offerings

Magnifying glass with notes

Time for wealth industry to re-evaluate client relationships

Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business

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

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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