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Fares Mourad, Bank Sarasin

Time to show faith in Islamic finance

Private banks have been slow to explore the opportunities that Islamic finance could offer, but there are signs this is starting to change

Evaluating partnerships

Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital

Massimo Tosato, Schroders

Industry must pull together to save open architecture

Changing regulations could concentrate distribution in the hands of a few banks, threatening the open architecture model

Growth of philanthropy offers wealth managers a supporting role

Wealthy individuals are expected to play an increasingly large part in funding welfare projects, and will be looking for expert advice to help guide their donations


Taking time to reflect

It has been a turbulent 10 years for wealth management but looking back at what has transpired may provide pointers at how best to approach the challenges the industry faces

Amin Rajan, Create

Leadership on the line

Today’s wealth businesses need transformers, not conformers, says Create's Amin Rajan

UBS faces up to uncertain future

Disappointing results, the rogue trading scandal and the resignation of Oswald Grübel leave Swiss giant UBS at something of a crossroads

Containing the virus

While the G20 seems keen to tackle the Eurozone debt crisis, the UK is trying to ringfence retail banking to avoid future contagion

Firms on the lookout for ‘game changers’

Fund managers are operating in an extremely difficult market and are searching for senior staff with proven track records

Daniel Enskat, Strategic Insight

Standing out from the crowd

Fund managers must avoid short-term trends and stick to their investment philosophy if they are to deliver alpha


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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Wealth Tech Awards 2022

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