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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

PWM 0420 cover
From Wealth Management / Business Models April 28, 2020

Private banks home in on family finance

Private banks had already been rethinking the way they service global families before coronavirus hit but the crisis means they are focusing more than ever on this key client segment

David Fox, Northern Trust
From Wealth Management / Profiles April 16, 2020

Northern Trust positions itself as central hub for network of global families

Global families are keen to share information and even co-invest, and a good private bank has a vital role to play in making that happen, believes David W. Fox Jnr, president of the global family office group at Northern Trust

Malik S. Sarwar, K2 Leaders Inc
From Wealth Management / Business Models April 7, 2020

What if women ran the wealth management industry?

More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles

Doug Fritz, F2 Strategy
From Wealth Management / Business Models 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

Penny Lovell, Sanlam UK
From Wealth Management / Business Models April 1, 2020

Sanlam UK reveals lessons learned from the lockdown

Penny Lovell, CEO Private Wealth at Sanlam UK, explains how the enforced period of working from home due to the coronavirus pandemic has actually brought her team closer together

Francois Savary, Prime Partners
From Wealth Management / Profiles March 31, 2020

Crisis could call time on globalisation predicts Prime Partners

Francois Savary, chief investment officer of wealth advisers Prime Partners, expects greater regionalisation in supply chains as a result of the coronavirus pandemic, while predicting more state intervention in the corporate sector

Alessandro Tonchia, Finantix
From Wealth Management / Business Models 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

Rémi Frank, BNP Paribas
From Wealth Management / Private Banking March 26, 2020

BNP Paribas sees regional traits in reactions to Covid-19 turbulence

While European and Middle Eastern clients tend to invest with long-term horizons and are buying up stocks, Rémi Frank, global head of the key client group at BNP Paribas Wealth Management, reports that Asian investors, who have shorter timescales in mind, are reacting very differently

Matthew Fleming, Stonehage Fleming
From Wealth Management / Family Offices March 24, 2020

Stonehage Fleming sees Covid-19 as a catalyst for change

Matthew Fleming, partner at multi-family office Stonehage Fleming, expects a new cohort of leaders to emerge during the coronavirus crisis and believes the experience will also reinforce the importance of face-to-face contact

Use of data, improving the client experience and efficient marketing will be key challenges for wealth managers in the post-covid 19 world. Tune into our webinar to hear Jennifer Miller, global vice president of technology provider Vuture, discussing these topics with PWM's Yuri Bender.

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