Professional Wealth Managementt
Mike Lee, EY
From Comment May 28, 2020

Private View Blog: Striving for clarity in a time of crisis

Wealth management firms are having to think on their feet when reacting to the coronavirus pandemic, but must not lose sight of their next steps

Didier Duret
From Wealth Management / Business Models May 21, 2020

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

Amazon
From FinTech May 8, 2020

Fintech on Friday: E-commerce trailblazers provide examples of how to deal with unforeseen disruption

As wealth managers adapt to the ‘new normal’, what can they learn about digital transformation from e-commerce?   

                       
                         
                   
                         
Bonds for 2020 and beyond         A new era for diversified investments            
Working with the next generation
                                     
                                   
                                     
                               
                                     
Facilitating global flows through Jersey                 Investing with the next generation                 Cyprus: a financial hub for Europe and the middle east
                                     
                                     
                                   
                                     
                               
                                     
Outlook for fixed income                 ETF trends in the late bull run                 The wealthtech revolution
                                     
Mary Martin, LSE
From Comment May 14, 2020

Private View Blog: Why public-private partnerships are key to beating pandemic

Governments alone cannot deal with the wide-ranging consequences of coronavirus. They need to get business onside too

Michael O'Sullivan
From Comment / Consultants' Corner April 30, 2020

Get ready for the new multipolar world order

Globalisation was in decline before the start of the pandemic, and the trend towards new regional and national ‘champions’ is only going to increase

Matthew Fleming, Stonehage Fleming
From Wealth Management / Family Offices March 24, 2020

Stonehage Fleming sees Covid-19 as a catalyst for change

Matthew Fleming, partner at multi-family office Stonehage Fleming, expects a new cohort of leaders to emerge during the coronavirus crisis and believes the experience will also reinforce the importance of face-to-face contact

PWM 0420 cover
From Comment / Editor's Analysis April 28, 2020

New multilateralism vital to preserve exchange of ideas

Western liberal democracy was shaken by the fallout from the 9/11 terrorist attacks and the global financial crisis, but the coronavirus pandemic looks likely to leave an even longer-lasting mark. With governments across the world dealing with the threat in their own countries, are we entering a world where national self-interest is the new normal? 

Thomas Christiansen, UBP
From Asset Allocation / Fixed Income April 28, 2020

Investors warned to tread carefully when venturing into emerging market bonds

Yield-hungry investors spooked by market volatility are eyeing opportunities in emerging market fixed income, which look cheap, but it is important to be selective

Sim S Lim, DBS
From FinTech March 17, 2020

Coronavirus accelerates private banks’ drive to digital

The Covid-19 outbreak has forced private banks to embrace working from home and to offer digital advice, but some are finding their systems and procedures severely tested

Jeffrey Sacks, Citi
From Asset Allocation / Thematic Investing April 27, 2020

‘Unstoppable’ trends find favour in uncertain world

Thematic funds had been gaining in popularity before the Covid-19 outbreak and as investors struggle to imagine what the future may hold, their appeal looks likely to grow  

Jackie VanderBrug, Merrill and Bank of America Private Bank
From Asset Allocation / Thematic Investing April 27, 2020

Pandemic likely to accelerate push towards ESG investing

The Covid-19 crisis is putting companies’ dealings with their employees and society at large under the spotlight

David Fox, Northern Trust
From Wealth Management / Profiles April 16, 2020

Northern Trust positions itself as central hub for network of global families

Global families are keen to share information and even co-invest, and a good private bank has a vital role to play in making that happen, believes David W. Fox Jnr, president of the global family office group at Northern Trust

April Rudin WT Roundtable
From Comment / Consultants' Corner April 14, 2020

View from a New Jersey high rise

April Rudin, founder of the Rudin Group, on how coronavirus has turned life in the US upside down, and why financial services firms must use widespread working from home to their advantage

Malik S. Sarwar, K2 Leaders Inc
From Wealth Management / Business Models April 7, 2020

What if women ran the wealth management industry?

More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles

Doug Fritz, F2 Strategy
From FinTech April 3, 2020

Fintech on Friday: Wealth managers changing their ways

US wealth firms expected their digitalisation journeys to last years, but Covid-19 is forcing them to carry out immediate, and permanent, changes to the way they do business

From Fund Selection May 12, 2020

Fund selection - May 2020

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

From Fund Selection April 23, 2020

Fund selection - April 2020

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

Use of data, improving the client experience and efficient marketing will be key challenges for wealth managers in the post-covid 19 world. Tune into our webinar to hear Jennifer Miller, global vice president of technology provider Vuture, discussing these topics with PWM's Yuri Bender.

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