High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base
Wealth Management
From
Wealth Management
/ Private Banking
January 6, 2020
What do clients really want from their wealth manager?
From
Wealth Management
/ Private Banking
December 17, 2019
London & Capital looks to life after founder Freedman
Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning
From
Wealth Management
/ Business Models
December 16, 2019
Philanthropy reaches the parts impact investing cannot reach
Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together
From
Wealth Management
/ Business Models
November 18, 2019
How wealth managers can build a loyal client base
High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients
From
Wealth Management
/ Private Banking
November 1, 2019
Integrated model puts Credit Suisse on front foot in Asia
Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle
From
Wealth Management
/ Business Models
September 19, 2019
Private View Blog: Private banks must find competitive edge to win over millennials
Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients
From
Wealth Management
/ Private Banking
August 28, 2019
Private banks slowly but surely adapting to digital era
Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing
From
Wealth Management
/ Profiles
June 27, 2019
Banca Generali’s focus shifts to foreign fields
The Italian bank has enjoyed rapid domestic expansion and now has international targets in mind, says CEO Gian Maria Mossa
From
Wealth Management
/ Business Models
June 21, 2019
Fintech on Friday: Citi sees no need for warp speed on digital journey
Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing
From
Wealth Management
/ Business Models
June 13, 2019
Private View Blog: Will wealth managers find the right mix between talent and technology?
The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management
Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.
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