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
Wealth Management

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

Building the best wealth management platforms for investors' online journeys
Low fees charged by robo-advisers are especially tempting to investors in an era of low returns. But are these online platforms able to meet complex needs of high net worth individuals?

Overhaul of business models top task for private banks in 2017
A move away from the one bank model, whereby wealth management divisions subsidise investment banking divisions, could well be on the cards, while firms have yet to get to grips with technology

Gina Miller: Counting cost of the Brexit vote
Gina Miller’s legal challenge against the government’s handling of Brexit has come at a heavy cost to her personally and the SCM Private firm she runs with her husband

Revamped Indosuez Wealth Management puts faith in strength of a worldwide brand
The transformation of Indosuez Wealth Management, which has become the global wealth management brand of the Crédit Agricole group, has meant reducing AuM and streamlining its offering, but the result is a more nimble bank better suited to the new era of private banking, believes CEO Paul de Leusse

Wealth managers consider opportunities and dangers of the digital world
Robo-advisers and cyber crime both pose real challenges to the wealth management industry, although the digital revolution could also mean a new pipeline of clients

Private banks prepare for the biggest wealth transfer in history
Over the next 20 years the world will witness the largest ever transfer of billionaire wealth. This will create huge opportunities for private banks, but also poses big challenges for the wealth management industry

Private Banks: Adapting for future growth
Private banks must adjust costs in line with their growth potential and ability to generate revenue while reinventing their offering, so they can continue to capture and manage the bulk of their clients' financial assets, argues Michel Longhini, CEO Private Banking at Union Bancaire Privée

Flavel puts investment at core of Coutts’ growth plan
With Coutts now firmly concentrating on its core UK market, the challenge for chief executive Peter Flavel is getting its existing clients to do more with the bank
Latest PWM video
Nannette Hechler-Fayd'herbe, Global Head of Investment Strategy and Research at Credit Suisse, talks to Elliot Smither about the outlook for financial markets in 2018 and identifies some of the long-term investment themes which can be used to help make asset allocation decisions
Join our community
|
|
|
|
|
