Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

PWM 0418 cover

Private bankers respond as clients go green

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

PWM 0418 cover

Lick of paint not enough to save private banks

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Greek flag

Greek shipping magnates navigate choppy waters

Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

Milena Grayde, JP Morgan

JP Morgan investment bank takes seat at family table

JP Morgan’s investment and private banking divisions are collaborating to serve family offices, explains Milena Grayde, who heads up a new team targeting this lucrative market

Jonathan Wyatt, Protiviti

Old and new: the rise of the hybrid proposition

Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

Luigi Marciano, Objectway

Fintech on Friday: Technology allowing wealth managers to move into mainstream

Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano

Client-centric business models help performance rocket

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

Sara Ferrari, UBS

UBS sees chance to add colour to family office picture

No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari

Daryl Liew

Asian private banks struggle to bridge talent gap

Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks

Chingyee Yau, HSBC Private Banking

Private banks enable women to invest with confidence

Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community