Private banks have increased their legal and compliance teams to deal with new regulations and the cost has led to some consolidation. But does technology offer a different solution?
Business Models
From
Wealth Management
/ Business Models
August 17, 2018
Private banks slow to unleash transformative power of tech
PWM gathered together an expert panel to discuss how far wealth managers have progressed in their digital journeys and identify the challenges they are likely to face going forward
From
Wealth Management
/ Business Models
August 15, 2018
Lombard Odier more than happy to occupy middle ground
The wealth management industry is split between large global banks and boutiques, but sitting between those two extremes creates plenty of opportunities, believes Lombard Odier’s Frédéric Rochat
From
Wealth Management
/ Business Models
July 27, 2018
Traditional wealth managers face uphill struggle to win over millennials
The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.
From
Wealth Management
/ Business Models
June 18, 2018
Wealth managers go green to make an impact with next generation
Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out
From
Wealth Management
/ Business Models
April 17, 2018
Private bankers respond as clients go green
Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development
From
Wealth Management
/ Business Models
April 17, 2018
Lick of paint not enough to save private banks
Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients
From
Wealth Management
/ Business Models
March 27, 2018
Old and new: the rise of the hybrid proposition
Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings
From
Wealth Management
/ Business Models
March 9, 2018
Fintech on Friday: Technology allowing wealth managers to move into mainstream
Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano
From
Wealth Management
/ Business Models
February 21, 2018
Client-centric business models help performance rocket
Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits
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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