The end of secrecy-led services led private banks to put portfolio management at the heart of business models. But a new generation of clients is demanding a much broader range of services from their wealth managers
Wealth Management
From
Wealth Management
/ Business Models
June 23, 2017
Fintech on Friday: Digitisation the only choice for wealth managers
The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses
From
Wealth Management
/ Business Models
June 20, 2017
Family offices find new role smoothing succession planning
Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges
From
Wealth Management
/ Business Models
June 20, 2017
Private banks’ tech transformation gathers pace
Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations
From
Wealth Management
May 26, 2017
Online opportunities in Italian wealth management
With government bonds and real estate looking less attractive, the time is right for robo-advisers to step in and offer something a little different to Italian investors, believes Mario Bortoli, CEO of digital wealth manager Euclidea
From
Wealth Management
/ Private Banking
May 23, 2017
Better Swiss relations with EU tops Mirabaud wishlist
Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry
From
Wealth Management
/ Business Models
April 20, 2017
Size isn’t everything as fund performance beats brand
Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda
From
Wealth Management
/ Business Models
April 19, 2017
Less is more for private banks picking product providers
The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction
From
Wealth Management
April 19, 2017
The five hats every wealth manager must wear
Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles
From
Wealth Management
/ Business Models
April 19, 2017
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
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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.
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