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

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

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

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

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

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?

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

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

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
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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