By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies
Latest News
Private banks swarm around family office honey pot
Private banks are setting up specialist teams to target the growing number of family offices
Investors look to play the generation game
Research suggests family-owned businesses tend to carry less debt and outperform the wider equity market
Fintech on Friday: How tech-fuelled transparency can help shine a light on ESG
Start-up Tumelo allows pension scheme members to see how their pots are being invested
Boost equality to boost returns
Gina Miller on why the financial services industry needs to do more to promote equality
Private View Blog: Citi's reshuffled leadership's big ambitions
Citigroup’s new CEO Jane Fraser sees rich pickings in the high net worth space but does it have the adviser numbers?
From
FinTech
April 30, 2021
Fintech on Friday: Why intelligent automation can lead to a better client experience
From
Wealth Management
/ Business Models
April 29, 2021
The evolving role of leadership in the post-pandemic world
PWM’s latest research finds leaders overwhelmingly believe they must govern with a strong moral compass and lead by example, while following a clear long-term strategy
From
Wealth Management
/ Profiles
April 27, 2021
ABN Amro boxes clever to win market share
ABN Amro’s Choy-Lin van der Hooft-Cheong discusses plans to boost business in the group’s core European markets and the continued importance of face-to-face relationships
From
Comment
/ Editor's Analysis
April 22, 2021
Bank bosses must step in to curtail ‘greed is good’ culture
The integrated ‘one bank’ model which links investment banking and wealth management has certainly helped cultivate an aggressive sales culture within the industry, but if things are to change it is up to those at the top to take charge
From
Wealth Management
/ Business Models
April 21, 2021
True diversity and inclusion all about culture, not quotas
Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress
From
Wealth Management
/ Business Models
April 21, 2021
Mentorship helps Asian and African women to power ahead
Encouraging rising talent is crucial to helping women break the glass ceiling
From
Wealth Management
/ Family Offices
April 12, 2021
Wealth industry adjusts to meet family clients' growing appetite for alternatives
With private equity the asset class of choice for the wealthiest clients, private banks are having to boost their internal skillsets
From
Wealth Management
/ Family Offices
April 8, 2021
Is an integrated model key to serving family offices?
Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families
From
Wealth Management
/ Business Models
March 11, 2021
Five ways to know if a wealth manager has a client-centric culture
Wealth management firms must identify what is most important to clients and work towards addressing those priorities
From
Wealth Management
/ Business Models
April 7, 2021
Time for wealth industry to re-evaluate client relationships
Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business
From
FinTech
April 2, 2021
Fintech on Friday: Moving the family office online
The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members
From
Sustainable Views
April 9, 2021
ESG disclosures of infrastructure assets fall short of EU rules
Current ESG reporting frameworks are not fit to answer the questions that need asking
From
Sustainable Views
April 9, 2021
Climate forecasting 'absolutely useless'
Forget past data and focus on climate scenarios, says riskthinking.AI's founder Ron Dembo
From
Sustainable Views
April 9, 2021
Where are banks' environmental disclosures?
Many of the world's largest banks have yet to endorse climate-related financial disclosures, according to study.
From
Comment
/ Consultants' Corner
March 9, 2021
Wealth managers miss unique window to attract younger clients
Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry
From
Fund Selection
April 16, 2021
Fund selection - April 2021
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
From
Fund Selection
March 10, 2021
Fund selection - March 2021
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
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 (April/May 2021)
Join our community
|
|
|
|
|
