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From Comment / Consultants' Corner November 17, 2016

Harnessing the predictive power of data in wealth management

Companies in the e-commerce sector are adept at leveraging real-time client insights to anticipate future requirements. Imagine if wealth managers could do the same 

From Comment / Consultants' Corner October 24, 2016

Welcome to the world of Google Wealth

Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?

From Comment / Consultants' Corner October 13, 2016

Why wealth is more likely to lead to anxiety than happiness

Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers

From Comment / Consultants' Corner September 16, 2016

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

From Comment / Consultants' Corner July 25, 2016

What has wealth management got to do with Domino’s pizza?

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

From Comment / Consultants' Corner July 12, 2016

The promise of big data for wealth management has not diminished

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

Gordon Moore, Intel
From Comment / Consultants' Corner May 17, 2016

Wealth managers seek new ways of delivering investment value

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

From Comment / Consultants' Corner May 16, 2016

How closer engagement with clients can boost performance

Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made 

Jürg Zeltner, UBS
From Comment / Consultants' Corner March 22, 2016

Time to unleash the geeks on unsuspecting public

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

Brexit
From Comment / Consultants' Corner March 8, 2016

Should EU stay or should EU go now?

What does the UK’s referendum on EU membership mean for the world of wealth? And importantly, does it matter?

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Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

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