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Qiaojia Li, Rosecut Technologies
From Wealth Management / Business Models February 8, 2021

Asia’s rich spur wealth management expansion

Asia’s wealth management sector is booming as a new generation of investors comes forward

Jackie Mau, HSBC
From Wealth Management / Business Models January 18, 2021

Recruitment drive central to HSBC’s Asian expansion plans

HSBC has ambitious plans to become the leading wealth manager in Asia, and Jackie Mau is tasked with delivering a refreshed ultra-high net worth pan-regional offering

Profit and loss
From Wealth Management / Business Models December 21, 2020

Wealth managers must act now to drive growth and profitability

Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable

Malik Sarwar
From Wealth Management / Business Models December 21, 2020

The importance of moral leadership in the Covid age

The world is crying out for leaders who truly care for others and are willing to take bold steps. The financial world is no exception, where a number of CEOs have stepped up to meet the challenges

PWM cover 1220
From Wealth Management / Business Models December 17, 2020

Ethical strategies blossom amid health crisis

Not only is there now a widespread belief among investors that they have a duty to do good with their allocations, but also that sustainable portfolios tend to outperform

Vincent Lecomte, BNP Paribas
From Wealth Management / Private Banking December 16, 2020

BNP Paribas puts faith in tech and sustainability

Vincent Lecomte, CEO of BNP Paribas Wealth Management, insists that in order to provide a comprehensive service to clients it is necessary for all parts of the bank to pull together

Keith Bloomfield, FWM Holdings
From Wealth Management / Family Offices December 9, 2020

FWM and Stanhope promise family advice free of conflict

More mergers between multi-family offices are to be expected as firms look to comply with regulation and embrace technology

Didier Duret
From Wealth Management / Family Offices November 26, 2020

Private View Blog: Accelerating change in family offices

Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices

Ian Woodhouse, Orbium Consulting Practice
From Wealth Management / Private Banking November 24, 2020

Majority of private banking bosses reluctant to embrace change

The inherent conservatism of private bank leaders is holding back the evolution of business models, although a forward thinking minority are moving with the times

Victor Allende, CaixaBank
From Wealth Management / Profiles November 10, 2020

All change as CaixaBank adapts to the new normal

Coronavirus, digitalisation and ESG are just some of the issues private banks are having to face up to, says CaixaBank’s private banking boss, Victor Allende

Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.

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