Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments
Wealth Management
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Wealth Management
/ Business Models
Lower tiers of wealth pyramid a potential goldmine for wealth managers
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Wealth Management
/ Business Models
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
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Wealth Management
/ Business Models
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
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Wealth Management
/ Private Banking
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
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Wealth Management
/ Business Models
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
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Wealth Management
/ Business Models
New investors seek help in navigating choppy waters
Volatile markets mean investors are desperate for advice, creating opportunities for wealth managers
From
Wealth Management
/ Profiles
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
From
Wealth Management
/ Business Models
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
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Wealth Management
/ Profiles
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
From
Wealth Management
/ Profiles
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.
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