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Jon Needham, Societe Generale Private Banking Hambros
From Wealth Management / Business Models August 28, 2014

Clients demand central place in new era of wealth management

Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?

Digital finance - Getty
From Wealth Management / Business Models August 21, 2014

Private banks must boost digital presence or lose out

The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations

Manuela D'Onofrio, Unicredit
From Wealth Management / Business Models August 12, 2014

Recognising the different demands of male and female clients

Female clients do not need bespoke products but want a private bank that is willing to listen and offer specific advisory services

Larke Riemer, Westpac
From Wealth Management / Business Models August 7, 2014

Banks missing a trick by ignoring women’s needs

Women represent one of the world’s largest banking markets but most banks remain unwilling or unable to service the unique needs of their female customers

Jim Prior, The Partners
From Wealth Management / Business Models June 19, 2014

Banks battle to balance brand against brashness

Banks must convince clients they can make them money, but not be too brash about it

Amin Rajan, Create
From Wealth Management / Business Models May 23, 2014

Customised future for asset management

Asset managers need to innovate and shift from products to solutions, which will require greater engagement with clients

Dena Brumpton, Citi Private Bank
From Wealth Management / Business Models April 29, 2014

Private banks scheduled for major surgery

As the dust continues to settle from the financial crisis, private banks are reworking business models to bring them in line with clients’ demands. But how drastic do the changes need to be and what role should technology play?

Dina de Angelo, Pictet Wealth Management
From Wealth Management / Business Models January 31, 2014

Gazing into the future of wealth management

The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?

PWM 1013 Cover
From Wealth Management / Business Models September 27, 2013

Seeking partners to help lift returns

PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured

Jim Prior, The Partners
From Wealth Management / Business Models August 28, 2013

Time for banks to reflect on branding

In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution

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.

Find out more

PWM Digital Edition (June/July)

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