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April Rudin WT Roundtable
From Comment / Consultants' Corner April 14, 2020

View from a New Jersey high rise

April Rudin, founder of the Rudin Group, on how coronavirus has turned life in the US upside down, and why financial services firms must use widespread working from home to their advantage

Malik S. Sarwar, K2 Leaders Inc
From Comment / Consultants' Corner April 7, 2020

What if women ran the wealth management industry?

More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles

Robot handshake
From Comment / Consultants' Corner March 11, 2020

What does a compelling client experience look like?

Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost

Exit sign
From Comment / Consultants' Corner February 19, 2020

Entrepreneurs must not forget their staff in rush for the exit

Entrepreneurs may claim staff make their businesses tick, but the future of the workforce is rarely high on the agenda in initial discussions about handing over control of their companies

Pile of banknotes
From Comment / Consultants' Corner January 6, 2020

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Customer loyalty teaser
From Comment / Consultants' Corner November 18, 2019

How wealth managers can build a loyal client base

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

Elizabeth Warren
From Comment / Consultants' Corner November 11, 2019

Investors should fear Warren’s plans to reshape US economy

Should she become president, Elizabeth Warren has ambitious plans that would alarm markets and investors

Data globe
From Comment / Consultants' Corner October 11, 2019

Fintech on Friday: Using data to personalise the client experience

Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

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

Smartphone
From Comment / Consultants' Corner August 16, 2019

Fintech on Friday: How technology can deliver enhanced client value

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

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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