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From Wealth Management / Business Models July 27, 2018

Traditional wealth managers face uphill struggle to win over millennials

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

From Wealth Management / Business Models June 18, 2018

Wealth managers go green to make an impact with next generation

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

PWM 0418 cover
From Wealth Management / Business Models April 17, 2018

Private bankers respond as clients go green

Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development

PWM 0418 cover
From Wealth Management / Business Models April 17, 2018

Lick of paint not enough to save private banks

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Jonathan Wyatt, Protiviti
From Wealth Management / Business Models March 27, 2018

Old and new: the rise of the hybrid proposition

Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

Luigi Marciano, Objectway
From Wealth Management / Business Models March 9, 2018

Fintech on Friday: Technology allowing wealth managers to move into mainstream

Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano

From Wealth Management / Business Models February 21, 2018

Client-centric business models help performance rocket

Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

Daryl Liew
From Wealth Management / Business Models February 21, 2018

Asian private banks struggle to bridge talent gap

Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks

Chingyee Yau, HSBC Private Banking
From Wealth Management / Business Models January 2, 2018

Private banks enable women to invest with confidence

Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance

Stephanie Luedke, Citi Private Bank
From Wealth Management / Business Models January 2, 2018

Sustainable investments strike chord with female clients

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.

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