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From Wealth Management / Business Models June 3, 2021

Asia’s drive to digital sparks bidding war for tech talent

To succeed, wealth management firms will need to take a hybrid approach of ‘tech touch’ and ‘high touch’ to meet client needs

Yuri Bender web
From Wealth Management / Business Models May 20, 2021

Private View Blog: How the Bill and Melinda story transformed wealth management

Whether through their philanthropic foundation or through the idea of investing with purpose, Bill and Melinda Gates provided an example to private banks and family offices

Steve Meyer
From Wealth Management / Business Models May 14, 2021

Fintech on Friday: Pandemic prompts relationship re-think

Covid-19 has changed the way both businesses and individuals interact with each other, says SEI’s Steve Meyer, though important as has technology has become, the personal side cannot be ignored

William Woodson, Boston Private
From Wealth Management / Family Offices May 6, 2021

Private View Blog: Don’t blame family offices for sins of the individual

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

Zeynep Hizir, SS&C Technologies
From Wealth Management / Business Models April 30, 2021

Fintech on Friday: Why intelligent automation can lead to a better client experience

By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies

Su Shan Tan, DBS Bank
From Wealth Management / Business Models April 29, 2021

The evolving role of leadership in the post-pandemic world

PWM’s latest research finds leaders overwhelmingly believe they must govern with a strong moral compass and lead by example, while following a clear long-term strategy

Choy Vand der Hooft-Cheong, ABN Amro
From Wealth Management / Profiles April 27, 2021

ABN Amro boxes clever to win market share

ABN Amro’s Choy-Lin van der Hooft-Cheong discusses plans to boost business in the group’s core European markets and the continued importance of face-to-face relationships

PWM 0421 cover
From Wealth Management / Private Banking April 22, 2021

Private banks swarm around family office honey pot

Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

Carol Geremia, MFS Investment Management
From Wealth Management / Business Models April 21, 2021

True diversity and inclusion all about culture, not quotas

Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress

Chioma Nwankwo, Fidelity Bank
From Wealth Management / Business Models April 21, 2021

Mentorship helps Asian and African women to power ahead

Encouraging rising talent is crucial to helping women break the glass ceiling

Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.

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PWM Digital Edition (April/May 2021)

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