Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

PWM 1017 Cover
From Wealth Management / Private Banking October 27, 2017

Global Private Banking Awards 2017 - Analysis: Regional players rise up to compete for global prizes

UBS may have come out on top once again in our annual awards, but competitors are closing in, while a number of regional banks appear to be making a successful transition onto the global stage

From Wealth Management / Business Models October 27, 2017

Have wealth firms fixated on costs at the expense of income?

Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability

From Wealth Management / Education September 14, 2017

Risk to resilience: wealth in an era of volatility

Wealthy individuals are conscious of having to prepare for the unexpected, though many possess an incomplete understanding of risk profiling and processes. Their advisers need to bridge this gap

Christoffer Malmer, SEB
From Wealth Management / Private Banking August 29, 2017

Is MiFID II a headache or an opportunity for private banks?

With the new Markets in Financial Instruments Directive coming into force in January, what will the impact be on private banks? Christoffer Malmer from SEB, LGT's Thomas Piske and Uner Nabi from EY give their views

From Wealth Management / Private Banking August 23, 2017

UBS keeps wealth management brand ranking crown

UBS has maintained its global lead among wealth management brands, according to consultant Brand Finance, and Asia-Pacific is on the rise thanks to China’s love of a good name

Jean-Francois Mazaud, SocGen
From Wealth Management / Private Banking August 22, 2017

Political transformation adding to French renaissance believes SocGen

Optimism is running high in both the political and financial systems in France, says Société Générale’s private banking supremo Jean-Francois Mazaud

PWM 0817 cover
From Wealth Management / Private Banking August 22, 2017

Could private bankers become the new ‘Masters of the Universe’?

Investment bankers used to call the shots, with private banking and asset management seen as little more than diversifiers. But times have changed, and as banks redraw business models, wealth management divisions are being placed front and centre

PWM 0817 cover
From Wealth Management / Business Models August 22, 2017

Getting to grips with new business models

The end of secrecy-led services led private banks to put portfolio management at the heart of business models. But a new generation of clients is demanding a much broader range of services from their wealth managers 

Guillaume Dufour, Dassault Systèmes
From Wealth Management / Business Models June 23, 2017

Fintech on Friday: Digitisation the only choice for wealth managers

The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses

Rachel Harrington, Coutts
From Wealth Management / Business Models June 20, 2017

Family offices find new role smoothing succession planning

Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges 

Latest PWM video

Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018