Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs
Business Models

Chinese wealth managers put faith in family values
The wealth management industry in China is maturing, going beyond product pushing to offering a broader range of professional services, and catering to the extended family is now seen as a key consideration

Building a wealth proposition around women
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
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
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

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

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

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

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

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
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
