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
Business Models
Private View Blog: Will wealth managers find the right mix between talent and technology?
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
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?
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
Fintech on Friday: Why it takes blood, sweat and tears to foster an innovative mindset
The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand
Danske scandal should lead to renewed scrutiny of new clients
The scandal involving Russian billions which has enveloped Danske Bank reinforces the need for banks to have stringent due diligence procedures in place for identifying sources of clients’ funds
Catering to the new breed of global family
There are huge opportunities in servicing families with a global footprint, from managing their assets through to educating the next generation in financial matters
Banking brands battle to stand out from the crowd
It remains difficult to differentiate between private banks and what they offer clients. In a fragmented marketplace, the rewards for those players able to get their branding strategy right could be considerable
Damage limitation: how to stop setbacks becoming fatal
Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it
Taking a leaf out of the luxury sectors’ playbook
Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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