UBS Wealth Management has launched its new digital platform in the UK with the aim of attracting a wider, and younger, audience
Business Models
UBS targets mass affluent sector with SmartWealth online platform
Robo-advice just one piece of digital puzzle for private banks
Having initially dismissed robo-advice as a passing fad, established wealth managers are now taking the threat seriously. But it is not just a case of copying the start-ups, rather marrying digital advances with a human touch
Battle of the brands: why wealth management is getting a new look
With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients
Financial world in flux following EU poll upset
While banks fear that access to EU talent may be restricted in the post-Brexit landscape, some wealthy clients have already sensed a buying opportunity amid the uncertainty
New ethos needed to match millennials’ entrepreneurial spirit
The new generation of entrepreneurs are as motivated to change the world as they are to make money. Private banks must adapt in order to meet these needs
Finding the formula for brand success
The fund management business may be dominated by the branding power of global players but there are still plenty of boutique firms delivering healthy returns
Brexit could benefit City of London
Some of the names may change, but London is well placed to survive, and may even thrive, as a financial centre should the UK vote to leave the EU
Time to unleash the geeks on unsuspecting public
UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines
Ball now in boutiques’ court for Asian recruitment game
With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent
Is the wealth management M&A boom set to continue?
Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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