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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

Tom Naratil, UBS
From Wealth Management / Private Banking August 5, 2020

UBS co-heads strive to combine tradition and innovation

The drive by co-presidents Iqbal Khan and Tom Naratil to put digital at the heart of UBS's wealth management offering has been given a boost by Covid-19, but both insist human interaction remains vital

Doug Fritz, F2 Strategy
From Wealth Management / Private Banking July 24, 2020

Fintech on Friday: Has wealth digitally delivered during the pandemic?

Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice

Mark Syz, Banque Syz
From Wealth Management / Private Banking July 21, 2020

Investors expect pandemic to create vintage private equity opportunities

Private banks, who were already promoting private equity before Covid-19 hit, now see even more opportunities in the sector as a result of depressed company valuations

Joseph Poon, DBS
From Wealth Management July 15, 2020

Coronavirus volatility lays bare generational split towards investing

While older investors remained relatively calm during the market fluctuations earlier this year, younger clients required more reassurance from wealth managers

David Durlacher, Julius Baer
From Wealth Management / Private Banking 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

Covid app
From Wealth Management 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 Wealth Management / Family Offices 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

Ming-Jer Chen
From Wealth Management June 9, 2020

Entrepreneurship in China: the rise of female billionaires

Most of the world’s richest women inherited their wealth, but of those who can be considered self-made, almost half hail from Greater China

Jennifer Miller
From Wealth Management / Private Banking 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

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 (June/July)

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Global Private Banking Awards 2020

Wealth Tech Awards 2020

Wealth Tech Awards 2020