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Su Shan Tan, DBS Bank
From Wealth Management / Business Models April 29, 2021

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

Carol Geremia, MFS Investment Management
From Wealth Management / Business Models April 21, 2021

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

Chioma Nwankwo, Fidelity Bank
From Wealth Management / Business Models April 21, 2021

Mentorship helps Asian and African women to power ahead

Encouraging rising talent is crucial to helping women break the glass ceiling

Magnifying glass with notes
From Wealth Management / Business Models April 7, 2021

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

Gina Miller 2020
From Wealth Management / Business Models March 23, 2021

Gina Miller: boost equality to boost returns

Gina Miller discusses how the financial services industry needs to do more to promote equality, if it wants to reap the rewards of attracting and retaining top talent

Customer survey
From Wealth Management / Business Models March 11, 2021

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
From Wealth Management / Business Models March 8, 2021

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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From Wealth Management / Business Models February 11, 2021

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
From Wealth Management / Business Models February 8, 2021

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
From Wealth Management / Business Models January 18, 2021

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

Our panel of wealth management consultants – Mercer’s Cara Williams, Malik Sarwar of the Global Leader Group and Simeon Fowler from the Fowler Fox & Co - discuss industry trends with PWM’s Yuri Bender during the online ceremony for the Global Private Banking Awards 2021.

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