Professional Wealth Managementt

Home / Comment / Consultants' Corner

Consultants' Corner

Bicoin 0418
From Comment / Consultants' Corner April 6, 2018

Fintech on Friday: Should wealth managers cash in on crypto currency craze?

Crypto currencies are surging in popularity and wealth managers must decide whether to act now to take advantage of the opportunities or to play it safe and wait to see how things develop

From Comment / Consultants' Corner February 21, 2018

Client-centric business models help performance rocket

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

World of wealthcraft
From Comment / Consultants' Corner January 12, 2018

The world of wealthcraft

Wealth managers are both trying to manage the fortunes of millennial gamers and incorporating gaming elements into their own offerings

From Comment / Consultants' Corner January 5, 2018

Wealth managers must raise game to meet needs of internationally mobile

High net worth individuals are increasingly likely to move around, but wealth managers are falling short when it comes to offering international services

From Comment / Consultants' Corner November 15, 2017

How wealth managers can fulfil entrepreneurs' desires to make a difference

Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing 

From Comment / Consultants' Corner October 27, 2017

Have wealth firms fixated on costs at the expense of income?

Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability

From Comment / Consultants' Corner September 14, 2017

Risk to resilience: wealth in an era of volatility

Wealthy individuals are conscious of having to prepare for the unexpected, though many possess an incomplete understanding of risk profiling and processes. Their advisers need to bridge this gap

From Comment / Consultants' Corner August 24, 2017

Customisation is king for Asia’s empowered investors

Having experienced the benefits of customisation in other areas of their lives, wealthy investors now demand a more personalised service from private banks

From Comment / Consultants' Corner July 10, 2017

Catering to today’s multi-dimensional high net worth Asian clients

It is becoming increasingly apparent that wealthy individuals in Asia make for very different clients than their counterparts in the West

From Comment / Consultants' Corner May 26, 2017

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

Latest PWM video

Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions

Click for more videos

Join our community

           
 

Global Private Banking Awards 2017

Wealth Tech Awards 2018

By continuing to use this site you consent to the use of cookies on your device as described in our cookie policy unless you have disabled them. You can change your cookie settings at any time but parts of our site will not function correctly without them.