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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

Jacobo Schatz, Northern Trust
From Wealth Management September 29, 2020

Wealthy Latin Americans broaden investment horizons

The US is proving particularly popular with Latam individuals trying to insulate themselves against the Covid-19 pandemic and the volatility of local currencies

Apiramy Jeyarajah, Aviva Investors
From Wealth Management / Business Models 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

Shaunak Mazumder, Legal & General Investment Management
From Wealth Management / Business Models September 9, 2020

Racial diversity essential to securing the best staff and highest profitability

Companies which fail to actively promote diversity are not only missing out on high-quality staff, but are simply leaving money on the table

Ylva Baeckstrom
From Wealth Management / Business Models September 2, 2020

Diverse workforces key for private banks to unlock female clients' true potential

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

Sharmil Patwa, Opus Una Financial Services Consulting
From Wealth Management / Business Models 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

Teresa Parker, Northern Trust
From Wealth Management / Business Models August 24, 2020

Financial firms predict office will remain post-Covid business hub

Financial institutions will need to maintain a post-Covid physical office presence, even if the set-up changes, as many employees continue to work for part of the week from home

PWM 0820 cover
From Wealth Management August 20, 2020

Private asset nirvana clouded by recent hedge fund history

Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?

Najib Razak
From Wealth Management / Private Banking August 19, 2020

Cross-border 1MDB probes shine light on AML compliance

Most private banks have taken anti-money laundering obligations seriously and as the ongoing 1Malaysia Development Berhad scandal shows, the penalties for falling foul of regulations are severe

Thumbs up
From Wealth Management August 6, 2020

Wealth managers must leverage trusted adviser status to grow

Clients tend to be loyal to their wealth managers and would recommend them to others. Firms must make more of this in a Covid-ravaged world

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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Wealth Tech Awards 2020