Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection
Private Banking
From
Wealth Management
/ Private Banking
March 24, 2015
Post-secrecy spotlight on succession planning
From
Wealth Management
/ Private Banking
March 23, 2015
Wealth transfer: Looking after the next generation
Wealth managers have struggled with digital engagement but must raise their game if they are to meet the expectations of an upcoming youthful cohort of potential clients
From
Wealth Management
/ Private Banking
March 17, 2015
Lombard Odier values freedom of life in the open
If done properly, open architecture can enhance the choice available to clients and bring value, believes Lombard Odier’s Laurent Auchlin, adding the Swiss bank has plans to boost assets it delegates to sub-advisers
From
Wealth Management
/ Private Banking
March 10, 2015
Grabbing a bigger slice of the world wealth pie
What strategies should private banks be following to harness opportunities in a buoyant but unpredictable wealth management business?
From
Wealth Management
/ Private Banking
March 2, 2015
Onboarding less painful thanks to digital drive
Digital developments have made the process of signing up new clients much more efficient but banks must ensure they continue to establish a relationship from the outset
From
Wealth Management
/ Private Banking
February 20, 2015
HSBC claims Swiss client list slashed since 2007
HSBC admits that it suffered from “control failures” in the past, but insists it has taken steps to clean up its act and its current client base
From
Wealth Management
/ Private Banking
February 9, 2015
The importance of brand in private banking
PWM spoke to three leading figures in the wealth management industry to determine the impact a strong brand can have on a private bank’s fortunes
From
Wealth Management
/ Private Banking
February 6, 2015
Cyber security: Fear of fraud driving client calls for online safety nets
Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved
From
Wealth Management
/ Private Banking
January 12, 2015
Which regulations will impact private banking?
PWM spoke to three experts to try to determine how key regulations are likely to affect the wealth management sector
From
Wealth Management
/ Private Banking
January 7, 2015
Berenberg battles for bigger slice of global private banking business
Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence
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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