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From FinTech September 18, 2020

Fintech on Friday: Wealth managers must pick a side of the digital divide

Firms have been forced to innovate to stay close to clients during the coronavirus pandemic and going forward must strike a balance between the new ways of doing business and the old high-touch approach

Apiramy Jeyarajah, Aviva Investors
From FinTech September 17, 2020

Asset managers must modernise method and message to meet client expectations

As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah

Sharmil Patwa, Opus Una Financial Services Consulting
From FinTech August 28, 2020

Fintech on Friday: Robo-advisers and the future of financial planning

Robo-advisers must identify new revenue streams and find an efficient balance between automated services and human interaction if they are to become commercially successful

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

Charles Chang
From FinTech June 24, 2020

The paperless potential of China’s digital currency

The digital RMB has the potential to stimulate both the Chinese and global economy, as well as benefitting the poorest in society

Covid app
From FinTech 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

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

Jonathan Curtis, Franklin Equity Group
From FinTech May 14, 2020

Tech stocks proving their immunity to coronavirus

Many technology companies have benefitted from the behavioural changes caused by enforced lockdowns, and despite fierce competition in the sector, the big players look likely to become even more dominant

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?   

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

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

Doug Fritz, F2 Strategy
From FinTech April 3, 2020

Fintech on Friday: Wealth managers changing their ways

US wealth firms expected their digitalisation journeys to last years, but Covid-19 is forcing them to carry out immediate, and permanent, changes to the way they do business

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

Sim S Lim, DBS
From FinTech March 17, 2020

Coronavirus accelerates private banks’ drive to digital

The Covid-19 outbreak has forced private banks to embrace working from home and to offer digital advice, but some are finding their systems and procedures severely tested

Tony Gaughan, Deloitte
From FinTech December 17, 2019

Digital advances open door to customised approach to asset management

Technology is being used by asset managers to both promote their brands and lower operational costs

Jud Bergman, Envestnet
From FinTech December 20, 2019

Fintech on Friday: How Envestnet blazed a tech trail for wealth management

In the 20 years since its foundation, Envestnet’s tech offering grew to service around a third of the US market by marrying demand with strategic developments

Toolkit
From FinTech October 25, 2019

Fintech on Friday: The new era of portfolio management toolkits

A new range of technology tools is now available to help wealth managers manage private clients’ money in a more efficient manner

VR headset teaser
From FinTech September 13, 2019

Fintech on Friday: What women want from wealth management technology

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

Alessandro Tonchia, Finantix
From FinTech August 30, 2019

Fintech on Friday: How AI can bolster the human side of wealth management

Technology can help relationship managers to provide clients with a more personalised service, claims Alessandro Tonchia, co-founder of Finantix

Smartphone
From FinTech August 16, 2019

Fintech on Friday: How technology can deliver enhanced client value

Clients of all sizes now expect wealth managers to provide meaningful digital capabilities and the opportunities for firms which get their offerings right  are considerable   

Judges
From FinTech August 28, 2019

Private banks slowly but surely adapting to digital era

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Isle of Man flag
From FinTech August 2, 2019

Fintech on Friday: Isle of Man opens its arms to blockchain enterprises

The Isle of Man has big plans for its digital economy and a new initiative aims to get blockchain businesses to set up on the island

Robot hand
From FinTech July 19, 2019

Fintech on Friday: Vendors partner up to meet needs of wealth managers

Technology firms are increasingly collaborating to meet the needs of their client base. Both vendors and their customers, including wealth managers, stand to benefit

Sharmil Patwa, Opus Una Financial Services Consulting
From FinTech July 5, 2019

Fintech on Friday: Using technology to open up new revenue streams

Technology is creating new markets for wealth managers and allowing participation in others which were previously considered unprofitable

Luigi Pigorini, Citi
From FinTech June 21, 2019

Fintech on Friday: Citi sees no need for warp speed on digital journey

Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing

Yuri Bender web
From FinTech 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

DNA
From FinTech June 7, 2019

Fintech on Friday: Embedding digital into a private bank's DNA

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

Elisabeth Dana, Infinity Circle web
From FinTech May 17, 2019

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

Eye code
From FinTech May 10, 2019

Fintech on Friday: Using visual design to build strong relationships in wealth management

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Netflix
From FinTech April 26, 2019

Fintech on Friday: Have the FAANGs lost their bite?

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

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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