Equities, private equity and real estate, as well as credit solutions, have all remained appealing to Europe’s wealthiest investors despite Covid uncertainty
Consultants' Corner
From
Comment
/ Consultants' Corner
July 28, 2021
Has the pandemic changed how Europe’s ultra-wealthy invest?
From
Comment
/ Consultants' Corner
June 10, 2021
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
From
Comment
/ Consultants' Corner
June 3, 2021
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
From
Comment
/ Consultants' Corner
May 18, 2021
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
From
Comment
/ Consultants' Corner
May 13, 2021
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
From
Comment
/ Consultants' Corner
April 7, 2021
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
From
Comment
/ Consultants' Corner
March 11, 2021
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
From
Comment
/ Consultants' Corner
March 9, 2021
Wealth managers miss unique window to attract younger clients
Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry
From
Comment
/ Consultants' Corner
January 11, 2021
Why RIAs should take a closer look at their clients
Having enjoyed years of growth, the Registered Investment Adviser sector had a difficult 2020 and must now look at how to boost customer loyalty, satisfaction and assets
From
Comment
/ Consultants' Corner
December 21, 2020
Wealth managers must act now to drive growth and profitability
Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable
Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse
Wealth Tech Awards 2021
PWM Digital Edition (June/July 2021)
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