Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

PWM 1214 cover
From Wealth Management / Family Offices December 9, 2014

Family offices join forces to take on banks

As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come

Michael O'Sullivan, Credit Suisse
From Wealth Management November 12, 2014

Global wealth on the up but so is inequality

Global household wealth has reached a new record high despite challenging economic conditions, with developed markets leading the way

Sofia Merlo, BNP Paribas Wealth Management
From Wealth Management / Profiles November 4, 2014

BNP Paribas locks horns with European heavyweights

As both Europe and Asia emerge as key markets for BNP Paribas Wealth Management, co-heads Vincent Lecomte and Sofia Merlo discuss the French bank’s ambitious growth strategy

Jon Little, Northill Capital
From Wealth Management / Profiles October 8, 2014

Northill brings a little focus to asset management world

Northill Capital’s CEO Jon Little discusses the benefits, and drawbacks, of starting up an asset management operation from scratch, and why he believes so many firms take the wrong approach

David Ferguson, Nucleus Financial
From Wealth Management / Profiles October 6, 2014

Banks ignore technology at their peril warns Nucleus Financial

Clients crave the transparency and efficiency technology brings and those banks which are unwilling to adopt full online trading will suffer, believes David Ferguson of Nucleus Financial

From Wealth Management / Private Banking September 8, 2014

ČSOB heads to Czech regions to seek trust of new clients

The Czech Republic is proving a new battleground for both European and domestic private banks, and ČSOB’s relationship with Belgium’s KBC means it can compete on both fronts

Michele Bang, Eastspring
From Wealth Management / Profiles September 3, 2014

Eastspring aims to deliver bang for European buck

Charged with raising the European profile of Asian firm Eastspring, Michele Bang admits she faces challenges in educating clients about the Asian growth story and in product distribution

Jon Needham, Societe Generale Private Banking Hambros
From Wealth Management / Private Banking August 28, 2014

Clients demand central place in new era of wealth management

Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?

Digital finance - Getty
From Wealth Management / Private Banking August 21, 2014

Private banks must boost digital presence or lose out

The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations

Manuela D'Onofrio, Unicredit
From Wealth Management / Business Models August 12, 2014

Recognising the different demands of male and female clients

Female clients do not need bespoke products but want a private bank that is willing to listen and offer specific advisory services

Latest PWM video

Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019