Professional Wealth Managementt

Home / Comment / Consultants' Corner

Consultants' Corner

VR headset teaser
From Comment / Consultants' Corner September 13, 2019

Fintech on Friday: What women want from wealth management technology

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

From Comment / Consultants' Corner July 22, 2019

Smoothing the succession path for entrepreneurs

Wealth managers can play a fundamental role in helping entrepreneurs prepare successfully for handing over control of their businesses to family members, the management team, or new owners

Sharmil Patwa, Opus Una Financial Services Consulting
From Comment / Consultants' Corner July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

DNA
From Comment / Consultants' Corner June 7, 2019

Fintech on Friday: Embedding digital into a private bank's DNA

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

From Comment / Consultants' Corner June 4, 2019

Interest in SRI yet to be matched by significant capital allocations

Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

Eye code
From Comment / Consultants' Corner May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

From Comment / Consultants' Corner April 15, 2019

The benefits of a balanced adviser reward scheme

Financial incentives are a crucial piece of the puzzle when it comes to engaging and motivating employees 

From Comment / Consultants' Corner March 13, 2019

Three things the wealth management industry needs to know about its clients

Clients appear broadly satisfied with the service they receive from wealth managers, although they would like to see more innovation in digital services

Facebook privacy
From Comment / Consultants' Corner February 8, 2019

Fintech on Friday: Striking the right balance between personalisation and privacy

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

Garmin
From Comment / Consultants' Corner January 14, 2019

Getting inside clients' heads helps wealth managers build better brands

By taking the time to better understand what delights and frustrates clients, wealth managers can amplify the effects of making small changes to more effectively address larger challenges and reposition their brand accordingly

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019