Professional Wealth Managementt

Home / Comment / Consultants' Corner

Consultants' Corner

Customer loyalty teaser

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

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

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

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

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   

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

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

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

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

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

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.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (August/September 2022)

Wealth Tech Awards 2022

Join our community