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Making video marketing work for financial services

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

Holger Spielberg, Credit Suisse

Using big data to boost human relationships

Robo-advisers may use technology to offer a purely digital banking experience, but traditional wealth managers are now able to use data to empower their relationship managers and in turn benefit clients

Gerard Aquilina

Private and investment banking: an unhappy union

It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees

PWM 0915 cover

‘Global gorillas’ reach for the stars

Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?

Jon Needham, Societe Generale Private Banking Hambros

Clients demand central place in new era of wealth management

Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?

Digital finance - Getty

Private banks must boost digital presence or lose out

The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations

Manuela D'Onofrio, Unicredit

Recognising the different demands of male and female clients

Female clients do not need bespoke products but want a private bank that is willing to listen and offer specific advisory services

Larke Riemer, Westpac

Banks missing a trick by ignoring women’s needs

Women represent one of the world’s largest banking markets but most banks remain unwilling or unable to service the unique needs of their female customers

Jim Prior, The Partners

Banks battle to balance brand against brashness

Banks must convince clients they can make them money, but not be too brash about it

Amin Rajan, Create

Customised future for asset management

Asset managers need to innovate and shift from products to solutions, which will require greater engagement with clients

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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Global Private Banking Awards 2022

PWM Digital Edition (August/September 2022)

Wealth Tech Awards 2022

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