Technology can be of huge benefit to both clients and advisers, but developing these solutions is expensive while some resist change
Private Banking
From
Wealth Management
/ Private Banking
October 5, 2015
Innovative thinking drags private banks into future
From
Wealth Management
/ Private Banking
September 18, 2015
Marrying automation and traditional banking
As robo-advisers infiltrate the wealth management space, how will banks use technology to transform their own offerings?
From
Wealth Management
/ Private Banking
September 2, 2015
Swiss and US names dominate private banking brand rankings
UBS’s brand value has surged by almost a third over the past 12 months, giving it a clear lead over its rivals
From
Wealth Management
/ Private Banking
August 26, 2015
Private and investment banking: an unhappy union
It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees
From
Wealth Management
/ Private Banking
August 24, 2015
London calling as private banks connect with the future
The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond
From
Wealth Management
/ Private Banking
August 13, 2015
Philanthropy cries out for professional touch
Wealthy individuals are giving away their money in greater amounts than ever, and are asking for help in how best to do it. Private banks are ideally placed to offer this assistance, but too few have the capability to do it well
From
Wealth Management
/ Private Banking
July 14, 2015
Global wealth hits new highs but growth slows
Asia is now the region with the largest number of high net worth individuals and is expected to overtake North America in terms of total wealth in 2015
From
Wealth Management
/ Private Banking
June 7, 2015
Custodians’ collaboration key to integrated reporting
Private banks must invest in new technology to meet the sophisticated portfolio reporting demands their clients place on them, but also need to get third-party custodians on side
From
Wealth Management
/ Private Banking
May 22, 2015
Banks learn robo-speak
Online automated investment platforms, or “robo-advisers” as they are better known, allow clients to manage their own investments. Although clearly a threat to established wealth managers, those banks which embrace the concept could also reap the benefits
From
Wealth Management
/ Private Banking
May 6, 2015
Slimline Spanish banking sector climbs off canvas
A wave of consolidation and a focus on digital technology have breathed new life into a Spanish banking sector which was left reeling by the financial crisis
Latest PWM video
Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.
Join our community
|
|
|
|
|
