While wealth managers need to embrace huge changes taking place in the social and technological spheres, they should not forget the importance of face-to-face advice
Editor's Analysis
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Automating ESG investment will be no walk in the park
Keen to leverage their ethical and technological expertise, many private banks are promising to make ESG investing available through digital channels. But the challenges of providing this should not be underestimated
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‘Wreckers’ left stranded by need for new morality
Leaders in the wealth management industry are facing the most challenging period of their lives. To successfully overcome these hurdles, they will need to prove they can be flexible
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Don’t expect ‘boutique wave’ to wash away the big boys
The smaller shops may be able to steal clients away from the larger wealth managers, but remain very much part of the big bank ecosystem
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The bold, the brilliant and the brave
Many key trends have transformed private banking over the past two decades, but some talented individuals have provided the impetus for change
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Top dogs take fresh approach to investment and technology
The top gongs in PWM’s Global Private Banking Awards went to those banks which displayed innovative thinking towards portfolio management and in the digital arena, while scandals still plague the industry
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It is wise to be wary of the buyout ‘Barbarians’
Private equity was once seen as the domain of aggressive raiders, but now has a cloak of respectability with private banks recommending clients boost allocations. They should do so with their eyes wide open
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Private banks must embrace data to complete cultural shift
As technology transforms private banks, leaders must ensure that data is always at the core of their digital rebuilds
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Bank bosses must step in to curtail ‘greed is good’ culture
The integrated ‘one bank’ model which links investment banking and wealth management has certainly helped cultivate an aggressive sales culture within the industry, but if things are to change it is up to those at the top to take charge
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Let’s all dance to digitalisation, democratisation and diversity
Financial centres are focused on the rivalry between competing hubs, but so much more can be achieved by working together
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.
Global Private Banking Awards 2022
PWM Digital Edition (August/September 2022)
Wealth Tech Awards 2022
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