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Simran Kang
From Wealth Management / Family Offices June 19, 2020

Fintech on Friday: Time for family offices to embrace technology and flourish in the modern world

Many family offices have been slow to adopt the latest digital solutions but they must if they are to remain relevant to a younger client base

Ming-Jer Chen
From Wealth Management June 9, 2020

Entrepreneurship in China: the rise of female billionaires

Most of the world’s richest women inherited their wealth, but of those who can be considered self-made, almost half hail from Greater China

Jennifer Miller
From Wealth Management / Private Banking June 5, 2020

Using technology to turn obstacles into opportunities

Covid-19 has reinforced the need for private banks to transform their digital offerings, which will mean improving the client experience and efficient use of data, explained Jennifer Miller from US tech provider Vuture in a recent PWM webinar

Didier Duret
From Wealth Management / Business Models May 21, 2020

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

PWM 0420 cover
From Wealth Management / Business Models April 28, 2020

Private banks home in on family finance

Private banks had already been rethinking the way they service global families before coronavirus hit but the crisis means they are focusing more than ever on this key client segment

David Fox, Northern Trust
From Wealth Management / Profiles April 16, 2020

Northern Trust positions itself as central hub for network of global families

Global families are keen to share information and even co-invest, and a good private bank has a vital role to play in making that happen, believes David W. Fox Jnr, president of the global family office group at Northern Trust

Malik S. Sarwar, K2 Leaders Inc
From Wealth Management / Business Models April 7, 2020

What if women ran the wealth management industry?

More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles

Doug Fritz, F2 Strategy
From Wealth Management / Business Models April 3, 2020

Fintech on Friday: Wealth managers changing their ways

US wealth firms expected their digitalisation journeys to last years, but Covid-19 is forcing them to carry out immediate, and permanent, changes to the way they do business

Penny Lovell, Sanlam UK
From Wealth Management / Business Models April 1, 2020

Sanlam UK reveals lessons learned from the lockdown

Penny Lovell, CEO Private Wealth at Sanlam UK, explains how the enforced period of working from home due to the coronavirus pandemic has actually brought her team closer together

Francois Savary, Prime Partners
From Wealth Management / Profiles March 31, 2020

Crisis could call time on globalisation predicts Prime Partners

Francois Savary, chief investment officer of wealth advisers Prime Partners, expects greater regionalisation in supply chains as a result of the coronavirus pandemic, while predicting more state intervention in the corporate sector

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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