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
Business Models
From
Wealth Management
/ Business Models
May 21, 2020
Private View Blog: Why boards have a duty to reinforce resilience
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
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
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
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
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
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
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
From
Wealth Management
/ Business Models
December 16, 2019
Philanthropy reaches the parts impact investing cannot reach
Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together
From
Wealth Management
/ Business Models
November 18, 2019
How wealth managers can build a loyal client base
High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients
Asian private banks often look for European partners with investment expertise to improve their offer, while relationships with start-ups and tech firms can also help boost innovation in wealth management.
Global Private Banking Awards 2022
PWM Digital Edition (June/July 2022)
Wealth Tech Awards 2022
Join our community
|
|
|
|
|
