By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies
Wealth Management

Fintech on Friday: Why intelligent automation can lead to a better client experience

The evolving role of leadership in the post-pandemic world
PWM’s latest research finds leaders overwhelmingly believe they must govern with a strong moral compass and lead by example, while following a clear long-term strategy

ABN Amro boxes clever to win market share
ABN Amro’s Choy-Lin van der Hooft-Cheong discusses plans to boost business in the group’s core European markets and the continued importance of face-to-face relationships

Private banks swarm around family office honey pot
Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

True diversity and inclusion all about culture, not quotas
Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress

Mentorship helps Asian and African women to power ahead
Encouraging rising talent is crucial to helping women break the glass ceiling

Investors look to play the generation game
Research suggests family-owned businesses tend to carry less debt and outperform the wider equity market

Wealth industry adjusts to meet family clients' growing appetite for alternatives
With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets

Is an integrated model key to serving family offices?
Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families

Time for wealth industry to re-evaluate client relationships
Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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