Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?
Consultants' Corner
Why wealth is more likely to lead to anxiety than happiness
Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers
Battle of the brands: why wealth management is getting a new look
With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients
What has wealth management got to do with Domino’s pizza?
Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models
The promise of big data for wealth management has not diminished
Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

Wealth managers seek new ways of delivering investment value
Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable
How closer engagement with clients can boost performance
Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made

Time to unleash the geeks on unsuspecting public
UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

Should EU stay or should EU go now?
What does the UK’s referendum on EU membership mean for the world of wealth? And importantly, does it matter?

Is the wealth management M&A boom set to continue?
Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
Join our community
|
|
|
|
|
