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Consultants' Corner

Su Shan Tan DBS
From Comment / Consultants' Corner February 17, 2015

A bumper year for the world of wealth

Last year saw M&A activity, digital development and significant changes to business models across the wealth management landscape, and 2015 should be just as hectic

Amin Rajan
From Comment / Consultants' Corner January 23, 2015

Modern portfolio theory: the death of common sense

Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns

From Comment / Consultants' Corner January 13, 2015

The drive to put clients at heart of wealth management

Wealth managers claim to put clients first, but most could do much more. Recruiting heads of client experience would help quicken the pace of change

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From Comment / Consultants' Corner November 6, 2014

Balancing robotics with human touch

PWM asked three leading figures in wealth management to assess the impact technology is having on the industry

Ulrich Hoeness
From Comment / Consultants' Corner October 22, 2014

Clients seek wealth managers' help to avoid red cards from regulators

Wealth managers must do more to guide clients through complex changes brought about by RDR and other regulations

Ray Soudah
From Comment / Consultants' Corner October 13, 2014

What are the challenges facing wealth management?

PWM spoke to three leading wealth management experts in order to try and determine the key challenges facing private banks

From Comment / Consultants' Corner September 16, 2014

‘New normal’ continues to haunt private banks

The private banking industry may be experiencing strong growth but increased regulation is leading to higher costs

From Comment / Consultants' Corner August 6, 2014

Taxing times for wealth management industry

The automatic exchange of tax information between countries is, to an extent, a welcome development, but will officials be able to cope?

Hong Kong - Getty
From Comment / Consultants' Corner June 24, 2014

Asia’s personnel problems approach crisis point

Unless the number of quality relationship managers in Asia increases, private banks are likely to put greater resources into digital alternatives

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From Comment / Consultants' Corner May 27, 2014

World’s wealthy switch on to digital finance

Wealthy individuals are placing ever more importance on digital technology in managing their financial affairs, but trusted advisers still have a role to play

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

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