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From Comment / Consultants' Corner September 18, 2020

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
From Comment / Consultants' Corner September 2, 2020

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

Adam Bendell, Toniic
From Comment / Consultants' Corner July 23, 2020

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
From Comment / Consultants' Corner July 21, 2020

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
From Comment / Consultants' Corner July 9, 2020

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
From Comment / Consultants' Corner July 3, 2020

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

Didier Duret
From Comment / Consultants' Corner May 21, 2020

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

Amazon
From Comment / Consultants' Corner May 8, 2020

Fintech on Friday: E-commerce trailblazers provide examples of how to deal with unforeseen disruption

As wealth managers adapt to the ‘new normal’, what can they learn about digital transformation from e-commerce?   

Luxury hotel
From Comment / Consultants' Corner May 5, 2020

Can the hospitality industry teach wealth a trick or two?

The luxury hotel industry illustrates how efficient data capture can improve the client experience and why many customers prefer digital interaction

Michael O'Sullivan
From Comment / Consultants' Corner April 30, 2020

Get ready for the new multipolar world order

Globalisation was in decline before the start of the pandemic, and the trend towards new regional and national ‘champions’ is only going to increase

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (August/September)

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