Longer lifespans and increasing levels of wealth make women a key segment for private banks but most have a long way to go when it comes to addressing the needs of their female clients
Business Models
From
Wealth Management
/ Business Models
November 15, 2017
How wealth managers can fulfil entrepreneurs' desires to make a difference
Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing
From
Wealth Management
/ Business Models
October 27, 2017
Have wealth firms fixated on costs at the expense of income?
Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability
From
Wealth Management
/ Business Models
August 22, 2017
Getting to grips with new business models
The end of secrecy-led services led private banks to put portfolio management at the heart of business models. But a new generation of clients is demanding a much broader range of services from their wealth managers
From
Wealth Management
/ Business Models
June 23, 2017
Fintech on Friday: Digitisation the only choice for wealth managers
The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses
From
Wealth Management
/ Business Models
June 20, 2017
Family offices find new role smoothing succession planning
Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges
From
Wealth Management
/ Business Models
June 20, 2017
Private banks’ tech transformation gathers pace
Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations
From
Wealth Management
/ Business Models
April 20, 2017
Size isn’t everything as fund performance beats brand
Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda
From
Wealth Management
/ Business Models
April 19, 2017
Less is more for private banks picking product providers
The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction
From
Wealth Management
/ Business Models
April 19, 2017
M&A on the rise as asset managers battle falling revenues
A merger may enable asset managers to cut costs, but the most successful collaborations are those which bring together complementary capabilities
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (June/July)
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