As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah
Business Models
Asset managers must modernise method and message to meet client expectations
Racial diversity essential to securing the best staff and highest profitability
Companies which fail to actively promote diversity are not only missing out on high-quality staff, but are simply leaving money on the table
Diverse workforces key for private banks to unlock female clients' true potential
There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women
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
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