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From Wealth Management / Business Models September 10, 2018

Can we really afford to spend 100 years closing the gender pay gap?

Women working in financial services tend to be paid considerably less than their male counterparts and struggle to break through the glass ceiling, despite evidence showing that companies with more women in senior roles do better

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From Wealth Management / Business Models August 22, 2018

Banks seek ways to cover cost of legislative headwinds

Private banks have come up with a number of ways to try to boost revenues in the face of increased regulation, including adopting a more disciplined investment approach and increasing productivity through digitalisation

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From Wealth Management / Business Models August 22, 2018

Reacting to an avalanche of regulation

Private banks have increased their legal and compliance teams to deal with new regulations and the cost has led to some consolidation. But does technology offer a different solution?

April Rudin WT Roundtable
From Wealth Management / Business Models August 17, 2018

Private banks slow to unleash transformative power of tech

PWM gathered together an expert panel to discuss how far wealth managers have progressed in their digital journeys and identify the challenges they are likely to face going forward

Frédéric Rochat, Lombard Odier
From Wealth Management / Business Models August 15, 2018

Lombard Odier more than happy to occupy middle ground

The wealth management industry is split between large global banks and boutiques, but sitting between those two extremes creates plenty of opportunities, believes Lombard Odier’s Frédéric Rochat

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From Wealth Management / Business Models July 27, 2018

Traditional wealth managers face uphill struggle to win over millennials

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

From Wealth Management / Business Models June 18, 2018

Wealth managers go green to make an impact with next generation

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

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From Wealth Management / Business Models April 17, 2018

Private bankers respond as clients go green

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

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From Wealth Management / Business Models April 17, 2018

Lick of paint not enough to save private banks

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Jonathan Wyatt, Protiviti
From Wealth Management / Business Models March 27, 2018

Old and new: the rise of the hybrid proposition

Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

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Innovation, investment themes and getting the best out of family offices, private banks and the financial hubs they are based in, were among the key topics discussed at the FT Wealth Management Summit in London

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