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

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

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

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

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

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

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

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

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

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

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
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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