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Consultants' Corner

Customisation is king for Asia’s empowered investors

Having experienced the benefits of customisation in other areas of their lives, wealthy investors now demand a more personalised service from private banks

Catering to today’s multi-dimensional high net worth Asian clients

It is becoming increasingly apparent that wealthy individuals in Asia make for very different clients than their counterparts in the West

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

Does your wealth manager drink coffee or kilowatts?

Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

The five hats every wealth manager must wear

Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles 

Why mum and dad don't always know best when it comes to money

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

How regtech can help banks conquer compliance mountain

The years since the financial crisis have seen a massive expansion in regulation and a corresponding boom in the number of compliance officers. Could technology cut costs and lower the error count?

Could personality profiling prove better way to understand clients?

Most wealth managers segment customers according to net worth, but would dividing them according to personality make more sense for firms promising a bespoke service?

2016 in review: a year of uncertainty and loose ends

Last year was a tumultuous one with political upheavals, market volatility and leaked documents making headlines. Wealth managers had to deal with all this, along with the ongoing digital revolution, evolving business models and a flurry of M&A activity   

Ciaran Dynes, Talend

Is Blockchain a catalyst for trust or an unprecedented disrupter?

Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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