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Clients and clampdowns drive banking revolution

Private banks’ business models continue to evolve, with most focusing on their core home markets while looking to outsource back office functions to outlying financial centres. But the biggest changes in the way wealth managers do business will be driven by the changing needs, and profiles, of their clients 

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Private banks bid to win over the wealth creators

To remain relevant to today’s entrepreneurs, wealth managers must move away from pushing products to offering customised advice. Digital platforms can help develop these deeper relationships

John Beckett, New Fund Order

Asset management failing to get to grips with tech revolution

The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm 

Joe Parkin, iShares

Fintech on Friday: 2017 to be a big year for digital decision making

With traditional wealth managers realising robo-advice is here to stay and launching their own platforms, is there any room left for smaller start-ups?

Nick Middleton, UBS

UBS targets mass affluent sector with SmartWealth online platform

UBS Wealth Management has launched its new digital platform in the UK with the aim of attracting a wider, and younger, audience

Adam French, Scalable

Robo-advice just one piece of digital puzzle for private banks

Having initially dismissed robo-advice as a passing fad, established wealth managers are now taking the threat seriously. But it is not just a case of copying the start-ups, rather marrying digital advances with a human touch

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Christian Edelmann, Oliver Wyman

Financial world in flux following EU poll upset

While banks fear that access to EU talent may be restricted in the post-Brexit landscape, some wealthy clients have already sensed a buying opportunity amid the uncertainty

Nick Levitt, HSBC

New ethos needed to match millennials’ entrepreneurial spirit

The new generation of entrepreneurs are as motivated to change the world as they are to make money. Private banks must adapt in order to meet these needs

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Finding the formula for brand success

The fund management business may be dominated by the branding power of global players but there are still plenty of boutique firms delivering healthy returns

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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PWM Digital Edition (December 2022 - January 2023)

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