Customers now expect companies to be able to show how they are working for the good of society and the planet, and those merely paying lip-service are quickly found out
Business Models
Reinventing business models for the benefit of advisers, clients and firms alike
If wealth managers are to achieve future growth and value, both the client and adviser experience needs to evolve
Lower tiers of wealth pyramid a potential goldmine for wealth managers
Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments
Compounding crises keep Pictet’s philanthropy unit on its toes
Uncertainty caused by the pandemic, geopolitical crises and climate change mean philanthropists are more in need of advice than ever
Financial firms prepare for changing of generational guard
Having an open and frank discussion about investment objectives is a key part of successful succession planning
Bankers should be pillars of society believes BNY Mellon
BNY Mellon’s Catherine Keating feels a huge sense of fulfilment in helping families reach their investment goals and says this need for advice is only going to increase
New investors seek help in navigating choppy waters
Volatile markets mean investors are desperate for advice, creating opportunities for wealth managers
Private View Blog: Wealthy women don’t require special treatment
Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital
M&G Wealth bets on brand to carve out a niche in UK market
M&G Wealth’s David Montgomery believes the stability associated with its name will allow the new enterprise to flourish
Asian wealth management clients desire both digital delivery and customer service
Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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