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Consultants' Corner

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

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

Our panel of wealth management consultants – Mercer’s Cara Williams, Malik Sarwar of the Global Leader Group and Simeon Fowler from the Fowler Fox & Co - discuss industry trends with PWM’s Yuri Bender during the online ceremony for the Global Private Banking Awards 2021.

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