Professional Wealth Managementt
John Clark, Coley Porter Bell
From Comment / Consultants' Corner July 9, 2020

Giving a brand purpose beyond profit

More brands, and wealth management is no exception, are turning to purpose to give their organisations direction and create more meaning for their clients, says John Clark, strategy director at global branding agency Coley Porter Bell

David Durlacher, Julius Baer
From FinTech July 7, 2020

Julius Baer embraces digitalisation and data to transform client experience

Private banks will only survive if they adopt new ways of doing business, believes David Durlacher, CEO of Julius Baer International

DNA
From Comment / Consultants' Corner July 3, 2020

Is success written into DNA of family business entrepreneurs?

Family businesses hold a number of advantages over self-starter entrepreneurs, but they face additional hurdles

                       
                         
                   
                         
Fixed income in focus         Bonds for 2020 and beyond            
A new era for diversified investments
                                     
                                   
                                     
                               
                                     
Spotlight on St Kitts & Nevis                 Investing in Ukraine: Where brains meet grains                 Investing in Dominica: Nature Isle of the Caribbean
                                     
                                     
                                   
                                     
                               
                                     
Outlook for fixed income                 ETF trends in the late bull run                 The wealthtech revolution
                                     
PWM 0620 cover
From Comment / Editor's Analysis June 25, 2020

Opportunities abound for leaders who embrace reform

The world is changing and many political leaders appear out of touch. But those businesses and financial firms which embrace diversity, ESG criteria and the digital world will find they are in step with their client base

Covid app
From Financial Centres / Europe / Switzerland June 24, 2020

Swiss wealth management needs more than tradition to stay on top

The Swiss wealth management industry is facing numerous challenges and must do more to embrace digital solutions if it is to remain the market leader

Luxury hotel
From FinTech May 5, 2020

Can the hospitality industry teach wealth a trick or two?

The luxury hotel industry illustrates how efficient data capture can improve the client experience and why many customers prefer digital interaction

Elisa Trovato web
From Comment June 11, 2020

Private view blog: Coronavirus might just help us build a better world

The Covid-19 pandemic offers institutions, governments and individual investors a unique opportunity to break from the past and address issues such as climate change and structural inequalities in society

Jennifer Miller
From FinTech June 5, 2020

Using technology to turn obstacles into opportunities

Covid-19 has reinforced the need for private banks to transform their digital offerings, which will mean improving the client experience and efficient use of data, explained Jennifer Miller from US tech provider Vuture in a recent PWM webinar

Simran Kang
From FinTech June 19, 2020

Fintech on Friday: Time for family offices to embrace technology and flourish in the modern world

Many family offices have been slow to adopt the latest digital solutions but they must if they are to remain relevant to a younger client base

PWM 0420 cover
From Wealth Management / Business Models April 28, 2020

Private banks home in on family finance

Private banks had already been rethinking the way they service global families before coronavirus hit but the crisis means they are focusing more than ever on this key client segment

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

Alessandro Tonchia, Finantix
From FinTech March 30, 2020

Coronavirus crisis to reshape private banks' digital offerings but also strengthen human voice

The coronavirus crisis means huge changes for private banks and wealth advisers, claimed Alessandro Tonchia, co-founder of Finantix, in PWM's first wealthtech webinar, with digital channels coming to the fore, but human interaction more important than ever

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?   

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

From Fund Selection June 22, 2020

Fund selection - June 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 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

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.

Find out more

PWM Digital Edition (June/July)

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Global Private Banking Awards 2020

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Wealth Tech Awards 2020