Private banks must improve their digital offerings but human advisers have a role to play too
Private Banking
From
Wealth Management
/ Private Banking
November 16, 2015
Technology integral to future of wealth management
From
Wealth Management
/ Private Banking
November 13, 2015
Global Private Banking Awards 2015
The ceremony for PWM's seventh annual awards took place in Singapore on 4 November
From
Wealth Management
/ Private Banking
November 12, 2015
Global wealth falls but inequality on the up
Global household wealth is increasingly concentrated at the top end with the middle classes the ones being squeezed
From
Wealth Management
/ Private Banking
November 4, 2015
Global Private Banking Awards Analysis: New players rise up to challenge for ‘Champions League’
The seventh annual Global Private Banking Awards see continued success among established global players, but they now face real competition at regional level
From
Wealth Management
/ Private Banking
October 23, 2015
Banks must unearth the human side of technology
Banks using technology to select and analyse from the data they accumulate will be able to offer the highly personalised services clients demand
From
Wealth Management
/ Private Banking
October 5, 2015
Innovative thinking drags private banks into future
Technology can be of huge benefit to both clients and advisers, but developing these solutions is expensive while some resist change
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
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.
PWM Digital Edition (June/July)
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