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Elliot Smither web

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

David Stead, Charities Aid Foundation

Philanthropy reaches the parts impact investing cannot reach

Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together

Customer loyalty teaser

How wealth managers can build a loyal client base

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

Elisa Trovato web

Private View Blog: Private banks must find competitive edge to win over millennials

Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients

Judges

Private banks slowly but surely adapting to digital era

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Luigi Pigorini, Citi

Fintech on Friday: Citi sees no need for warp speed on digital journey

Digitalisation is important, says Citi’s Luigi Pigorini, but has its limits and one-to-one contact with clients is actually increasing

Yuri Bender web

Private View Blog: Will wealth managers find the right mix between talent and technology?

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Elisabeth Dana, Infinity Circle web

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

PWM 0419 cover

Impact investing blooms into life

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Thierry Derungs, BNP Paribas

Fintech on Friday: Emulating digitally native companies

Traditional banks are trying to recreate the flexibility of fintechs. The answer lies in people rather than technology

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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