Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Gold Pyramid Getty  HUIZENG HU

Lower tiers of wealth pyramid a potential goldmine for wealth managers

Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments

Cristoph Courth, Pictet

Compounding crises keep Pictet’s philanthropy unit on its toes

Uncertainty caused by the pandemic, geopolitical crises and climate change mean philanthropists are more in need of advice than ever

Cara Williams, Mercer

Financial firms prepare for changing of generational guard

Having an open and frank discussion about investment objectives is a key part of successful succession planning

Massimo Doris, Mediolanum

Mediolanum’s multi-channel approach stands test of time

The Italian firm believes younger cohorts of clients will come to appreciate its advice-led business model

Catherine Keating, BNY Mellon

Bankers should be pillars of society believes BNY Mellon

BNY Mellon’s Catherine Keating feels a huge sense of fulfilment in helping families reach their investment goals and says this need for advice is only going to increase 

Natalie Wolfsen, AssetMark

New investors seek help in navigating choppy waters

Volatile markets mean investors are desperate for advice, creating opportunities for wealth managers

Schuyler Weiss, Alpian

Fintech on Friday: A Swiss private bank in the palm of your hand

Digital private bank Alpian is targeting the mass affluent segment with a client-centric business model

Petra Posnikova, VAR Capital

Private View Blog: Wealthy women don’t require special treatment

Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital

Mariam Rassai, BNP Paribas Wealth Management

Bankers and engineers team up at BNP Paribas

Mariam Rassai has driven the digital transformation at French stalwart BNP Paribas Wealth Management and was determined to have clients involved from the outset

Azamat Sultanov, Fortu Wealth

Fintech on Friday: Is now the time to dive into crypto markets?

Crypto assets have gone mainstream, believes Azamat Sultanov, co-founder of Fortu Wealth, and with prices having dipped to pre-pandemic levels he believes now is the time to invest

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