Companies which fail to actively promote diversity are not only missing out on high-quality staff, but are simply leaving money on the table
Wealth Management
From
Wealth Management
/ Business Models
September 9, 2020
Racial diversity essential to securing the best staff and highest profitability
From
Wealth Management
/ Business Models
September 2, 2020
Diverse workforces key for private banks to unlock female clients' true potential
There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women
From
Wealth Management
/ Business Models
August 28, 2020
Fintech on Friday: Robo-advisers and the future of financial planning
Robo-advisers must identify new revenue streams and find an efficient balance between automated services and human interaction if they are to become commercially successful
From
Wealth Management
/ Business Models
August 24, 2020
Financial firms predict office will remain post-Covid business hub
Financial institutions will need to maintain a post-Covid physical office presence, even if the set-up changes, as many employees continue to work for part of the week from home
From
Wealth Management
August 20, 2020
Private asset nirvana clouded by recent hedge fund history
Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?
From
Wealth Management
/ Private Banking
August 19, 2020
Cross-border 1MDB probes shine light on AML compliance
Most private banks have taken anti-money laundering obligations seriously and as the ongoing 1Malaysia Development Berhad scandal shows, the penalties for falling foul of regulations are severe
From
Wealth Management
August 6, 2020
Wealth managers must leverage trusted adviser status to grow
Clients tend to be loyal to their wealth managers and would recommend them to others. Firms must make more of this in a Covid-ravaged world
From
Wealth Management
/ Private Banking
August 5, 2020
UBS co-heads strive to combine tradition and innovation
The drive by co-presidents Iqbal Khan and Tom Naratil to put digital at the heart of UBS's wealth management offering has been given a boost by Covid-19, but both insist human interaction remains vital
From
Wealth Management
/ Private Banking
July 24, 2020
Fintech on Friday: Has wealth digitally delivered during the pandemic?
Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice
From
Wealth Management
/ Private Banking
July 21, 2020
Investors expect pandemic to create vintage private equity opportunities
Private banks, who were already promoting private equity before Covid-19 hit, now see even more opportunities in the sector as a result of depressed company valuations
Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse
Wealth Tech Awards 2021
PWM Digital Edition (June/July 2021)
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