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Time to tailor technology

As the world’s wealthy investors become more and more demanding, banks need to re-invent their client service models through the smart use of latest technology in relationship management advice and investment modelling. But support systems for reporting, accounting and portfolio administration must also be integrated, writes Roxane McMeeken

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Banking on technology

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An evolution or renaissance?

By tracking the history of enhanced cash strategies and looking at the drivers of the current popularity, we can gain an insight into whether they have developed or interest has re-surfaced

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Cash management can meet the needs of retail and institutional investors

Retail investors use cash management products differently from institutional investors. Andrew Dickinson examines the various strategies that can be adopted

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Attractive risk/return ratios manage excess cash

Alain Richier outlines the benefits of using triple-A rated floating rate tranches of securitisation over the money market index

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Taming the new funds frontier

Risk averse investors spread their bets on news of the Ford/GM crisis, but emerging market debt’s bounce back shows a maturity in the opportunity-laden asset class that is attracting the institutions, writes Simon Hildrey

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Italy pounces on new EU directive

Ucits III may have received a luke-warm reception in some parts of Europe, but Italian banks have seized the opportunity for new lines

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Banks miss out on cash as HNWI numbers swell

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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