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The five hats every wealth manager must wear

Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles 

Christian A. Edelmann web

M&A on the rise as asset managers battle falling revenues

A merger may enable asset managers to cut costs, but the most successful collaborations are those which bring together complementary capabilities

PWM 0417 cover

Clients and clampdowns drive banking revolution

Private banks’ business models continue to evolve, with most focusing on their core home markets while looking to outsource back office functions to outlying financial centres. But the biggest changes in the way wealth managers do business will be driven by the changing needs, and profiles, of their clients 

PWM 0417 cover

Private banks bid to win over the wealth creators

To remain relevant to today’s entrepreneurs, wealth managers must move away from pushing products to offering customised advice. Digital platforms can help develop these deeper relationships

John Beckett, New Fund Order

Asset management failing to get to grips with tech revolution

The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm 

Joe Parkin, iShares

Fintech on Friday: 2017 to be a big year for digital decision making

With traditional wealth managers realising robo-advice is here to stay and launching their own platforms, is there any room left for smaller start-ups?

Nick Middleton, UBS

UBS targets mass affluent sector with SmartWealth online platform

UBS Wealth Management has launched its new digital platform in the UK with the aim of attracting a wider, and younger, audience

Why mum and dad don't always know best when it comes to money

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

Paloma Piqueras, BBVA

BBVA banking on tech to deliver customer experience

Paloma Piqueras, head of  BBVA Asset Management, explains how technology is central to boosting client relationships, but admits getting conservative Spanish investors to take on more risk can be a challenge 

Adam French, Scalable

Robo-advice just one piece of digital puzzle for private banks

Having initially dismissed robo-advice as a passing fad, established wealth managers are now taking the threat seriously. But it is not just a case of copying the start-ups, rather marrying digital advances with a human touch

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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