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
Archive
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
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
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
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
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
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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