Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Mariam Rassai, BNP Paribas Wealth Management
From Wealth Management / Profiles June 24, 2022

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
From Wealth Management / Profiles June 10, 2022

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

Makar Paseniuk, ICU
From Wealth Management / Profiles April 20, 2022

ICU determined to keep Ukrainian economy on track

Ukraine’s investment industry is working hard to ensure the country’s economy does not collapse in the face of the Russian invasion, says ICU’s Makar Paseniuk

Pierre Ramadier, BNP Paribas Wealth Management
From Wealth Management / Private Banking April 12, 2022

BNP Paribas Wealth Management bids for bigger slice of entrepreneurial pie

An integrated, 'one bank' approach is the best way to service high end clients, believes BNP Paribas' Pierre Ramadier

Jean Keller, Quaero Capital
From Wealth Management / Profiles March 3, 2022

Quaero believes small can be beautiful if firms deliver

Quaero CEO Jean Keller is seeking to build a boutique where original thinking is utilised to bring private capital and responsible investing together 

David Montgomery, M&G Wealth
From Wealth Management / Business Models February 24, 2022

M&G Wealth bets on brand to carve out a niche in UK market

M&G Wealth’s David Montgomery believes the stability associated with its name will allow the new enterprise to flourish

Steve Sokić
From Wealth Management / Family Offices February 21, 2022

Private View Blog: Succession planning - learning from the Roy family

Heads of families should get their affairs in order if they are to avoid falling into the same trap as Logan Roy in the TV show Succession

Asian digital window
From Wealth Management / Business Models January 5, 2022

Asian wealth management clients desire both digital delivery and customer service

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

PWM 20 year cover
From Wealth Management / Private Banking December 15, 2021

Looking back at 20 years of change in private banking

The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise  

Dina de Angelo, Pictet Wealth Management
From Wealth Management / Private Banking December 15, 2021

Evolution of the private banker in the 21st century

Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker 

Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (June/July 2022)

Wealth Tech Awards 2022

Join our community