Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing
Business Models
How wealth managers can fulfil entrepreneurs' desires to make a difference
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

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

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

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

Private banks’ tech transformation gathers pace
Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations

Size isn’t everything as fund performance beats brand
Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda

Less is more for private banks picking product providers
The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction

M&A on the rise as asset managers battle falling revenues
A merger may enable asset managers to cut costs, but the most successful collaborations are those which bring together complementary capabilities

Clients and clampdowns drive banking revolution
Private banks’ business models continue to evolve, with most focusing on their core home markets while looking to outsource back office functions to outlying financial centres. But the biggest changes in the way wealth managers do business will be driven by the changing needs, and profiles, of their clients
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.
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