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Profit and loss
From Wealth Management / Business Models December 21, 2020

Wealth managers must act now to drive growth and profitability

Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable

Malik Sarwar
From Wealth Management / Business Models December 21, 2020

The importance of moral leadership in the Covid age

The world is crying out for leaders who truly care for others and are willing to take bold steps. The financial world is no exception, where a number of CEOs have stepped up to meet the challenges

PWM cover 1220
From Wealth Management / Business Models December 17, 2020

Ethical strategies blossom amid health crisis

Not only is there now a widespread belief among investors that they have a duty to do good with their allocations, but also that sustainable portfolios tend to outperform

Ian Woodhouse, Orbium Consulting Practice
From Wealth Management / Business Models November 24, 2020

Majority of private banking bosses reluctant to embrace change

The inherent conservatism of private bank leaders is holding back the evolution of business models, although a forward thinking minority are moving with the times

Didier von Daeniken, Standard Chartered
From Wealth Management / Business Models October 1, 2020

Private View Blog: Helping clients get to grips with ESG

Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken

Apiramy Jeyarajah, Aviva Investors
From Wealth Management / Business Models September 17, 2020

Asset managers must modernise method and message to meet client expectations

As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah

Shaunak Mazumder, Legal & General Investment Management
From Wealth Management / Business Models September 9, 2020

Racial diversity essential to securing the best staff and highest profitability

Companies which fail to actively promote diversity are not only missing out on high-quality staff, but are simply leaving money on the table

Ylva Baeckstrom
From Wealth Management / Business Models September 2, 2020

Diverse workforces key for private banks to unlock female clients' true potential

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

Sharmil Patwa, Opus Una Financial Services Consulting
From Wealth Management / Business Models August 28, 2020

Fintech on Friday: Robo-advisers and the future of financial planning

Robo-advisers must identify new revenue streams and find an efficient balance between automated services and human interaction if they are to become commercially successful

Teresa Parker, Northern Trust
From Wealth Management / Business Models August 24, 2020

Financial firms predict office will remain post-Covid business hub

Financial institutions will need to maintain a post-Covid physical office presence, even if the set-up changes, as many employees continue to work for part of the week from home

Our panel of wealth management consultants – Mercer’s Cara Williams, Malik Sarwar of the Global Leader Group and Simeon Fowler from the Fowler Fox & Co - discuss industry trends with PWM’s Yuri Bender during the online ceremony for the Global Private Banking Awards 2021.

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