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Consultants' Corner

DNA

Is success written into DNA of family business entrepreneurs?

Family businesses hold a number of advantages over self-starter entrepreneurs, but they face additional hurdles

Didier Duret

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

Amazon

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

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

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

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

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

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

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

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 

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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