US wealth firms expected their digitalisation journeys to last years, but Covid-19 is forcing them to carry out immediate, and permanent, changes to the way they do business
Business Models
Sanlam UK reveals lessons learned from the lockdown
Penny Lovell, CEO Private Wealth at Sanlam UK, explains how the enforced period of working from home due to the coronavirus pandemic has actually brought her team closer together
Coronavirus crisis to reshape private banks' digital offerings but also strengthen human voice
The coronavirus crisis means huge changes for private banks and wealth advisers, claimed Alessandro Tonchia, co-founder of Finantix, in PWM's first wealthtech webinar, with digital channels coming to the fore, but human interaction more important than ever
What does a compelling client experience look like?
Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost
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
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
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
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
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
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
Global Private Banking Awards 2023
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