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Five ways to know if a wealth manager has a client-centric culture

Wealth management firms must identify what is most important to clients and work towards addressing those priorities

Katie Knox, Bank of America

Winning new business amid social restrictions

As developing trust through personal contact is crucial to acquiring new clients, Covid-era advisers are having to learn new technology-aided techniques to help them expand their business book

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Should we fear post-pandemic inflation?

Two investors go head-to-head, arguing whether or not we should fear inflation after Covid-19

Qiaojia Li, Rosecut Technologies

Asia’s rich spur wealth management expansion

Asia’s wealth management sector is booming as a new generation of investors comes forward

Jackie Mau, HSBC

Recruitment drive central to HSBC’s Asian expansion plans

HSBC has ambitious plans to become the leading wealth manager in Asia, and Jackie Mau is tasked with delivering a refreshed ultra-high net worth pan-regional offering

Profit and loss

Wealth managers must act now to drive growth and profitability

Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable

Malik Sarwar

The importance of moral leadership in the Covid age

The world is crying out for leaders who truly care for others and are willing to take bold steps. The financial world is no exception, where a number of CEOs have stepped up to meet the challenges

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Ethical strategies blossom amid health crisis

Not only is there now a widespread belief among investors that they have a duty to do good with their allocations, but also that sustainable portfolios tend to outperform

Vincent Lecomte, BNP Paribas

BNP Paribas puts faith in tech and sustainability

Vincent Lecomte, CEO of BNP Paribas Wealth Management, insists that in order to provide a comprehensive service to clients it is necessary for all parts of the bank to pull together

Keith Bloomfield, FWM Holdings

FWM and Stanhope promise family advice free of conflict

More mergers between multi-family offices are to be expected as firms look to comply with regulation and embrace technology

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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