High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients
Wealth Management

How wealth managers can build a loyal client base

Integrated model puts Credit Suisse on front foot in Asia
Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle

Private View Blog: Private banks must find competitive edge to win over millennials
Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients

Private banks slowly but surely adapting to digital era
Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Banca Generali’s focus shifts to foreign fields
The Italian bank has enjoyed rapid domestic expansion and now has international targets in mind, says CEO Gian Maria Mossa

Fintech on Friday: Citi sees no need for warp speed on digital journey
Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing

Private View Blog: Will wealth managers find the right mix between talent and technology?
The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management
Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

Impact investing blooms into life
Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Fintech on Friday: Emulating digitally native companies
Traditional banks are trying to recreate the flexibility of fintechs. The answer lies in people rather than technology
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.
Global Private Banking Awards 2022
PWM Digital Edition (April/May 2022)
Wealth Tech Awards 2022
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