Professional Wealth Managementt
Ian Woodhouse, Orbium Consulting Practice
From Comment / Consultants' Corner June 10, 2021

Private View Blog: The democratisation of wealth in Europe

The mass affluent market, previously somewhat neglected in Europe, is now in vogue, as wealth services become more readily available to all via digital channels

Darshita Gillies, Maanch
From FinTech May 19, 2021

Using technology to maximise impact

The Maanch platform aims to make the fragmented philanthropy ecosystem more efficient through the use of collaborative technology, says founder and CEO Darshita Gillies

Mark Kenkre, Keller Lenkner UK
From Comment / Consultants' Corner May 18, 2021

Credit Suisse left reeling from Greensill fallout

Having made bold claims about the financial strength of Greensill Capital, Credit Suisse is now facing significant litigation from investors who have lost billions

                       
                         
                   
                         
Fixed income in focus         Bonds for 2020 and beyond            
A new era for diversified investments
                                     
                                   
                                     
                               
                                     
Spotlight on St Kitts & Nevis                 Investing in Ukraine: Where brains meet grains                 Investing in Dominica: Nature Isle of the Caribbean
                                     
                                     
                                   
                                     
                               
                                     
Outlook for fixed income                 ETF trends in the late bull run                 The wealthtech revolution
                                     
Steve Meyer
From FinTech May 14, 2021

Fintech on Friday: Pandemic prompts relationship re-think

Covid-19 has changed the way both businesses and individuals interact with each other, says SEI’s Steve Meyer, though important as has technology has become, the personal side cannot be ignored

PWM 0421 cover
From Wealth Management / Private Banking April 22, 2021

Private banks swarm around family office honey pot

Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

Elodie Lauge ©Magali Delporte
From Sustainable Views May 27, 2021

Shareholder engagement is the only way to achieve sustainability

Selecting ‘good’ companies shouldn't be the only option for responsible investors

Caroline Rush
From Sustainable Views May 27, 2021

Investing in sustainable fashion

British Fashion Council chief executive, Caroline Rush, on how investors, big brands and the government can improve UK fashion

Wind and solar
From Sustainable Views May 27, 2021

A turning point for green finance

Finance is greening, but even banks with good environmental policies continue to support big polluters

Charles Chang
From FinTech May 7, 2021

Fintech on Friday: Digital revolution heralds dawn for green finance

Finding global solutions to climate change will require colossal amounts of funding, and technology can help make this a reality

William Woodson, Boston Private
From Comment May 6, 2021

Private View Blog: Don’t blame family offices for sins of the individual

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

Zeynep Hizir, SS&C Technologies
From FinTech April 30, 2021

Fintech on Friday: Why intelligent automation can lead to a better client experience

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

Adam Johnson, Pictet Asset Management
From Wealth Management / Family Offices April 20, 2021

Investors look to play the generation game

Research suggests family-owned businesses tend to  carry less debt and outperform the wider equity market

Georgia Stewart, Tumelo new
From FinTech April 16, 2021

Fintech on Friday: How tech-fuelled transparency can help shine a light on ESG

Start-up Tumelo, which allows pension scheme members to see how their pots are being invested, is now taking aim at the private banking industry

Su Shan Tan, DBS Bank
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

Gina Miller 2020
From Wealth Management / Business Models March 23, 2021

Gina Miller: boost equality to boost returns

Gina Miller discusses how the financial services industry needs to do more to promote equality, if it wants to reap the rewards of attracting and retaining top talent

From Fund Selection May 11, 2021

Fund selection - May 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 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

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.

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