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Loading Chapter 2 of 4: The private bank of the future - The wealthtech revolution


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Effective Philanthropic Strategies

Weaving philanthropic causes into private wealth management has become increasingly important in recent years, across all areas – from portfolio management through to governance and regulation.

Expert Series
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How impact investing can help achieve the SDGs

Investing in projects associated with climate change, clean energy and affordable housing can ensure capital is directed to where it is needed most

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People plus technology central to Asia’s future

With opportunities across Asia growing, private banks in the region are putting their own expansion plans in place

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Supertrends pave way to a post-Covid world

Private banks have identified a number of investable ‘supertrends’ to help structure client portfolios

David Roberts, Liontrust
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Navigating the bond markets in an era of crisis management

David Roberts, head of the fixed income team at Liontrust, discussed the unprecedented central bank response to the Covid-19 crisis as well as the opportunities and challenges in bond markets in a recent video interview with PWM

Doug Fritz, F2 Strategy
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Fintech on Friday: Has wealth digitally delivered during the pandemic?

Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice

Jennifer Miller
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Using technology to turn obstacles into opportunities

Covid-19 has reinforced the need for private banks to transform their digital offerings, which will mean improving the client experience and efficient use of data, explained Jennifer Miller from US tech provider Vuture in a recent PWM webinar

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Liontrust hunts for returns caused by market anomalies

By taking an active approach to fixed income, investors can cash in on alpha opportunities thrown up by central bank actions

Antoine Lesné, SPDR
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Putting bonds to work in private portfolios

PWM travelled to Frankfurt to meet leading figures in the German asset management and private banking space and discuss the outlook for fixed income

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Ukraine starts to harvest rewards of reform agenda

Ukraine offers plentiful opportunities to foreign investors interested in agriculture, ports and shipping and technological innovation