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Elisa Trovato web
From Comment October 15, 2020

Private View Blog: Billionaire’s wealth surges as world suffers

While coronavirus is causing lasting damage to people’s living standards, the ultra-wealthy continue to make money

Didier von Daeniken, Standard Chartered
From Wealth Management / Business Models October 1, 2020

Private View Blog: Helping clients get to grips with ESG

Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken

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

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

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

Yuri Bender web
From Comment April 2, 2020

Private View Blog: Families focused on succession planning like never before

The coronavirus crisis has reinforced the importance for wealthy families to update generational transfer plans

Elisa Trovato web
From Comment March 19, 2020

Private View Blog: Covid-19 forcing private banks to finally embrace tech revolution

Those wealth managers which have blazed a digital trail are now finding themselves in a far better situation than the laggards

Elisa Trovato web
From Comment March 5, 2020

Private View Blog: Coronavirus - why investors should hold their nerve

Markets may have fallen from record highs as the coronavirus spreads worldwide, but private banks are urging clients to see the epidemic as a transitory, 'tail' event

Yuri Bender web
From Wealth Management / Private Banking February 19, 2020

Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done

Elliot Smither web
From Comment February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Elliot Smither web
From Comment January 23, 2020

Private View Blog: Is private equity the ideal way to tap into African growth?

Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small

Elisa Trovato web
From Comment August 22, 2019

Private View Blog: Is private equity all it is cracked up to be?

Although many private banks are forecasting strong returns from private equity over the next few years, some believe the asset class could be in for a rough ride

Elisa Trovato web
From Comment August 8, 2019

Private View Blog: Price is icing on cake of sub-advisory relationships

Sub-advisers may be frustrated about by falling fees and higher service levels, but the model remains appealing for both asset managers and distributors

Elisa Trovato web
From Comment July 11, 2019

Private View Blog: The critical role financial services can play in tackling the climate crisis

Asset managers are in a unique position to help companies transition for a lower carbon future by divesting from the laggards and engaging with those on the right path

Elliot Smither web
From Comment June 27, 2019

Private View Blog: Is ESG a way to tame emerging markets?

Emerging markets are full of potential but notoriously volatile. Can applying an environmental, social and governance approach to investment make for a smoother ride?

Elliot Smither web
From Comment July 24, 2019

Private View Blog: Wallabies and springboks thriving on Isle of Man

South African investors and expats see the Isle of Man as safe haven for both their asserts and their families

Yuri Bender web
From Comment June 13, 2019

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Yuri Bender web
From Comment May 29, 2019

Private View Blog: Are the good times really over?

Trade wars, the rise of populism and instability in the Middle East have all rattled private investors. Things are unlikely to get better anytime soon

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 (August/September)

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