Professional Wealth Managementt

Home / Comment / Consultants' Corner

Consultants' Corner

Mature markets dominate surge in M&A valuations

The high levels of M&A in the wealth management sector reflect the pressure for firms to find profitable business models in an increasingly congested and regulated marketplace

Maxime Alimi, AXA IM

QE shows ECB is serious about threat of deflation

Quantitative easing will give a boost to Europe's economy but may need to continue into 2017 to counter deflationary pressures

Su Shan Tan DBS

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

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

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

Ask the experts logo

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

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

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

‘New normal’ continues to haunt private banks

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

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?

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