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Victor Matarranz, Banco Santander
From Wealth Management / Private Banking July 19, 2021

Santander strives to strike balance between global reach and local presence

Victor Matarranz, global head of wealth management and insurance at Banco Santander, reports how the bank’s new business model is working out and looks ahead to a post-pandemic future

Harry Burnham, Raymond James
From Wealth Management / Business Models July 15, 2021

Private View Blog: Investing across the generation gap

If wealth managers embrace the opposing world views of people in different stages of life then they will ultimately provide a more well-rounded service to all clients, argues Harry Burnham from Raymond James

Joseph Poon, DBS
From Wealth Management / Business Models July 2, 2021

Fintech on Friday: Private banks utilise technology to tempt younger generations

Millennials may be sceptical of private banks and financial advisers, but a digital approach may yet win them over

Azamat Sultanov, Fortu Wealth
From Wealth Management / Private Banking June 25, 2021

Fintech on Friday: A digital private bank for the millennial generation

Fortu Wealth aims to become a digital private bank for high net worth millennials, believing this to be a group disillusioned by more traditional wealth management offerings

Philip Watson, Citi Private Bank
From Wealth Management / Profiles June 24, 2021

High touch and high tech go hand-in-hand at Citi

Citi Private Bank’s innovation supremo Philip Watson has long believed in the ability of technology and data to transform private banking, but also that human interaction will remain vital

Candidate search
From Wealth Management / Business Models June 3, 2021

Asia’s drive to digital sparks bidding war for tech talent

To succeed, wealth management firms will need to take a hybrid approach of ‘tech touch’ and ‘high touch’ to meet client needs

Yuri Bender web
From Wealth Management / Business Models May 20, 2021

Private View Blog: How the Bill and Melinda story transformed wealth management

Whether through their philanthropic foundation or through the idea of investing with purpose, Bill and Melinda Gates provided an example to private banks and family offices

Steve Meyer
From Wealth Management / Business Models May 14, 2021

Fintech on Friday: Pandemic prompts relationship re-think

Covid-19 has changed the way both businesses and individuals interact with each other, says SEI’s Steve Meyer, though important as has technology has become, the personal side cannot be ignored

William Woodson, Boston Private
From Wealth Management / Family Offices May 6, 2021

Private View Blog: Don’t blame family offices for sins of the individual

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

Zeynep Hizir, SS&C Technologies
From Wealth Management / Business Models April 30, 2021

Fintech on Friday: Why intelligent automation can lead to a better client experience

By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies

Wealth Tech Awards 2021

Amin Rajan, CEO of the CREATE-Research consultancy, tells PWM's Yuri Bender about how the financial community is increasingly highlighting inequality in society, identifying companies with poor governance and guiding clients towards a low-cost entry point for environmental, social and governance-linked investments.

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PWM Digital Edition (June/July 2021)

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