Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Michael Blake, Union Bancaire Privée
From Wealth Management / Family Offices April 8, 2021

Is an integrated model key to serving family offices?

Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Magnifying glass with notes
From Wealth Management / Business Models April 7, 2021

Time for wealth industry to re-evaluate client relationships

Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business

Edouard Thijssen, Trusted Family
From Wealth Management / Family Offices April 2, 2021

Fintech on Friday: Moving the family office online

The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members

Gina Miller 2020
From Wealth Management / Business Models March 23, 2021

Gina Miller: boost equality to boost returns

Gina Miller discusses how the financial services industry needs to do more to promote equality, if it wants to reap the rewards of attracting and retaining top talent

Yuri Bender web
From Wealth Management / Private Banking March 18, 2021

Private View Blog: Citi's reshuffled leadership hopes to pull ahead of rivals

Citigroup’s new CEO Jane Fraser sees rich pickings in the high net worth space but does it have the adviser numbers to carry it off?

Customer survey
From Wealth Management / Business Models March 11, 2021

Five ways to know if a wealth manager has a client-centric culture

Wealth management firms must identify what is most important to clients and work towards addressing those priorities

Katie Knox, Bank of America
From Wealth Management / Business Models March 8, 2021

Winning new business amid social restrictions

As developing trust through personal contact is crucial to acquiring new clients, Covid-era advisers are having to learn new technology-aided techniques to help them expand their business book

coins-990693_1920
From Wealth Management / Business Models February 11, 2021

Should we fear post-pandemic inflation?

Two investors go head-to-head, arguing whether or not we should fear inflation after Covid-19

Qiaojia Li, Rosecut Technologies
From Wealth Management / Business Models February 8, 2021

Asia’s rich spur wealth management expansion

Asia’s wealth management sector is booming as a new generation of investors comes forward

Jackie Mau, HSBC
From Wealth Management / Business Models January 18, 2021

Recruitment drive central to HSBC’s Asian expansion plans

HSBC has ambitious plans to become the leading wealth manager in Asia, and Jackie Mau is tasked with delivering a refreshed ultra-high net worth pan-regional offering

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.

Find out more

PWM Digital Edition (February/March 2021)

Join our community

           
 

Global Private Banking Awards 2021

Wealth Tech Awards 2021