Professional Wealth Managementt

Home / Wealth Management / Business Models

Business Models

PWM Cover 0617

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

Lee Gardhouse, Hargreaves Lansdown

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

Beverley Sharp, Mercer

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 

Christian A. Edelmann web

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 0417 cover

Clients and clampdowns drive banking revolution

Private banks’ business models continue to evolve, with most focusing on their core home markets while looking to outsource back office functions to outlying financial centres. But the biggest changes in the way wealth managers do business will be driven by the changing needs, and profiles, of their clients 

PWM 0417 cover

Private banks bid to win over the wealth creators

To remain relevant to today’s entrepreneurs, wealth managers must move away from pushing products to offering customised advice. Digital platforms can help develop these deeper relationships

John Beckett, New Fund Order

Asset management failing to get to grips with tech revolution

The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm 

Joe Parkin, iShares

Fintech on Friday: 2017 to be a big year for digital decision making

With traditional wealth managers realising robo-advice is here to stay and launching their own platforms, is there any room left for smaller start-ups?

Nick Middleton, UBS

UBS targets mass affluent sector with SmartWealth online platform

UBS Wealth Management has launched its new digital platform in the UK with the aim of attracting a wider, and younger, audience

Adam French, Scalable

Robo-advice just one piece of digital puzzle for private banks

Having initially dismissed robo-advice as a passing fad, established wealth managers are now taking the threat seriously. But it is not just a case of copying the start-ups, rather marrying digital advances with a human touch

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (August/September 2022)

Wealth Tech Awards 2022

Join our community