Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations
Business Models
From
Wealth Management
/ Business Models
June 20, 2017
Private banks’ tech transformation gathers pace
From
Wealth Management
/ Business Models
April 20, 2017
Size isn’t everything as fund performance beats brand
Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda
From
Wealth Management
/ Business Models
April 19, 2017
Less is more for private banks picking product providers
The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction
From
Wealth Management
/ Business Models
April 19, 2017
M&A on the rise as asset managers battle falling revenues
A merger may enable asset managers to cut costs, but the most successful collaborations are those which bring together complementary capabilities
From
Wealth Management
/ Business Models
April 19, 2017
Clients and clampdowns drive banking revolution
Private banks’ business models continue to evolve, with most focusing on their core home markets while looking to outsource back office functions to outlying financial centres. But the biggest changes in the way wealth managers do business will be driven by the changing needs, and profiles, of their clients
From
Wealth Management
/ Business Models
April 19, 2017
Private banks bid to win over the wealth creators
To remain relevant to today’s entrepreneurs, wealth managers must move away from pushing products to offering customised advice. Digital platforms can help develop these deeper relationships
From
Wealth Management
/ Business Models
April 7, 2017
Asset management failing to get to grips with tech revolution
The asset management industry is guilty of looking for traditional solutions to its problems, while many of the answers actually lie in the digital realm
From
Wealth Management
/ Business Models
March 17, 2017
Fintech on Friday: 2017 to be a big year for digital decision making
With traditional wealth managers realising robo-advice is here to stay and launching their own platforms, is there any room left for smaller start-ups?
From
Wealth Management
/ Business Models
March 10, 2017
UBS targets mass affluent sector with SmartWealth online platform
UBS Wealth Management has launched its new digital platform in the UK with the aim of attracting a wider, and younger, audience
From
Wealth Management
/ Business Models
February 24, 2017
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
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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