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Michael O'Sullivan
From Comment January 14, 2021

Private View Blog: A putsch too far

The storming of Capitol Hill was just the latest in a series of events which leaves the US’s international reputation in tatters

iPad and papers
From Comment / Consultants' Corner January 11, 2021

Why RIAs should take a closer look at their clients

Having enjoyed years of growth, the Registered Investment Adviser sector had a difficult 2020 and must now look at how to boost customer loyalty, satisfaction and assets

Profit and loss
From Comment / Consultants' Corner December 21, 2020

Wealth managers must act now to drive growth and profitability

Wealth managers need to overhaul their incentive strategies and use technology to reduce adviser workloads to become more profitable

Malik Sarwar
From Comment December 21, 2020

The importance of moral leadership in the Covid age

The world is crying out for leaders who truly care for others and are willing to take bold steps. The financial world is no exception, where a number of CEOs have stepped up to meet the challenges

PWM cover 1220
From Comment / Editor's Analysis December 10, 2020

Asset diversification unites rival post-pandemic visions

The world is changing, with a US presidential transition under way and encouraging results from vaccine trials showing a possible way out of the Covid crisis. But what will the new world order look like and how should private banks respond?

Didier Duret
From Comment November 26, 2020

Private View Blog: Accelerating change in family offices

Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices

Tech spend
From Comment / Consultants' Corner November 20, 2020

Fintech on Friday: Making digital pay

Wealth management firms are spending more money then ever on technology but need a new approach to these investment decisions

Michael O'Sullivan
From Comment November 12, 2020

Private View Blog: Time for the US to reflate, repair and redirect

Joe Biden’s administration will approach the economic and geopolitical challenges of the day in a very different manner to his predecessor

SV 28.10.2020 DATA
From Comment October 29, 2020

Can the largest fossil fuel financiers change?

Is JP Morgan’s Paris Agreement pledge enough?

AnaBotin - Exec Chair Santander Group (1)
From Comment October 29, 2020

Santander’s Ana Botin on the challenges of sustainable finance

Santander Group executive chairman on the tightrope banks must walk in providing finance to support a green transition, without shunning coal-reliant poorer nations. 

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