Transparency is a key element in the relationship between clients and wealth managers, however both sides have very different ideas as to what changes need to be made in the industry, writes Bill Yelverton.
Business Models
From
Wealth Management
/ Business Models
December 2, 2010
Understanding transparency to rebuild client confidence
From
Wealth Management
/ Business Models
October 23, 2010
Tapping the potential of life insurance investments
Wealth management portfolios with exposure to emerging markets currently pay little attention to life insurance products. However, the asset class provides huge opportunities for HNW clients, writes Sebastian Dovey.
From
Wealth Management
/ Business Models
September 2, 2010
Time for a change
Changes in long-term savings products are set to bring about a massive restructuring of asset management models, and while capital protection and liquidity will top client agendas, there will also be huge opportunities for active managers willing to follow riskier strategies
From
Wealth Management
/ Business Models
February 25, 2010
Back office fraternity set for lead role
The financial crisis and the effects of major frauds in the wealth management industry have highlighted the role which the once humble custody bank will play in the future development of the industry.
Use of data, improving the client experience and efficient marketing will be key challenges for wealth managers in the post-covid 19 world. Tune into our webinar to hear Jennifer Miller, global vice president of technology provider Vuture, discussing these topics with PWM's Yuri Bender.
PWM Digital Edition (April/May)
Join our community
|
|
|
|
|
