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Doug Fritz, F2 Strategy
From Wealth Management / Private Banking July 24, 2020

Fintech on Friday: Has wealth digitally delivered during the pandemic?

Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice

Mark Syz, Banque Syz
From Wealth Management / Private Banking July 21, 2020

Investors expect pandemic to create vintage private equity opportunities

Private banks, who were already promoting private equity before Covid-19 hit, now see even more opportunities in the sector as a result of depressed company valuations

David Durlacher, Julius Baer
From Wealth Management / Private Banking July 7, 2020

Julius Baer embraces digitalisation and data to transform client experience

Private banks will only survive if they adopt new ways of doing business, believes David Durlacher, CEO of Julius Baer International

Jennifer Miller
From Wealth Management / Private Banking June 5, 2020

Using technology to turn obstacles into opportunities

Covid-19 has reinforced the need for private banks to transform their digital offerings, which will mean improving the client experience and efficient use of data, explained Jennifer Miller from US tech provider Vuture in a recent PWM webinar

Rémi Frank, BNP Paribas
From Wealth Management / Private Banking March 26, 2020

BNP Paribas sees regional traits in reactions to Covid-19 turbulence

While European and Middle Eastern clients tend to invest with long-term horizons and are buying up stocks, Rémi Frank, global head of the key client group at BNP Paribas Wealth Management, reports that Asian investors, who have shorter timescales in mind, are reacting very differently

Yuri Bender web
From Wealth Management / Private Banking February 19, 2020

Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done

Pile of banknotes
From Wealth Management / Private Banking January 6, 2020

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Daniel Freedman, London & Capital
From Wealth Management / Private Banking December 17, 2019

London & Capital looks to life after founder Freedman

Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning

Benjamin Cavalli, Credit Suisse
From Wealth Management / Private Banking November 1, 2019

Integrated model puts Credit Suisse on front foot in Asia

Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle 

Judges
From Wealth Management / Private Banking August 28, 2019

Private banks slowly but surely adapting to digital era

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

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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Global Private Banking Awards 2020

Wealth Tech Awards 2020

Wealth Tech Awards 2020