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Najib Razak
From Wealth Management / Business Models August 19, 2020

Cross-border 1MDB probes shine light on AML compliance

Most private banks have taken anti-money laundering obligations seriously and as the ongoing 1Malaysia Development Berhad scandal shows, the penalties for falling foul of regulations are severe

Jennifer Miller
From Wealth Management / Business Models June 5, 2020

Using technology to turn obstacles into opportunities

Covid-19 has reinforced the need for private banks to transform their digital offerings, which will mean improving the client experience and efficient use of data, explained Jennifer Miller from US tech provider Vuture in a recent PWM webinar

Didier Duret
From Wealth Management / Business Models May 21, 2020

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

PWM 0420 cover
From Wealth Management / Business Models April 28, 2020

Private banks home in on family finance

Private banks had already been rethinking the way they service global families before coronavirus hit but the crisis means they are focusing more than ever on this key client segment

Malik S. Sarwar, K2 Leaders Inc
From Wealth Management / Business Models April 7, 2020

What if women ran the wealth management industry?

More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles

Doug Fritz, F2 Strategy
From Wealth Management / Business Models April 3, 2020

Fintech on Friday: Wealth managers changing their ways

US wealth firms expected their digitalisation journeys to last years, but Covid-19 is forcing them to carry out immediate, and permanent, changes to the way they do business

Penny Lovell, Sanlam UK
From Wealth Management / Business Models April 1, 2020

Sanlam UK reveals lessons learned from the lockdown

Penny Lovell, CEO Private Wealth at Sanlam UK, explains how the enforced period of working from home due to the coronavirus pandemic has actually brought her team closer together

Alessandro Tonchia, Finantix
From Wealth Management / Business Models March 30, 2020

Coronavirus crisis to reshape private banks' digital offerings but also strengthen human voice

The coronavirus crisis means huge changes for private banks and wealth advisers, claimed Alessandro Tonchia, co-founder of Finantix, in PWM's first wealthtech webinar, with digital channels coming to the fore, but human interaction more important than ever

Robot handshake
From Wealth Management / Business Models March 11, 2020

What does a compelling client experience look like?

Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost

Elliot Smither web
From Wealth Management / Business Models February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

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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