Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?
Comment
From
Comment
/ Editor's Analysis
August 20, 2020
Private asset nirvana clouded by recent hedge fund history
From
Comment
August 6, 2020
Wealth managers must leverage trusted adviser status to grow
Clients tend to be loyal to their wealth managers and would recommend them to others. Firms must make more of this in a Covid-ravaged world
From
Comment
/ Consultants' Corner
July 23, 2020
How alignment can create impact for ESG investors
The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic
From
Comment
/ Consultants' Corner
July 21, 2020
As clients open up to ESG, what role should wealth managers play?
There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments
From
Comment
/ Consultants' Corner
July 9, 2020
Giving a brand purpose beyond profit
More brands, and wealth management is no exception, are turning to purpose to give their organisations direction and create more meaning for their clients, says John Clark, strategy director at global branding agency Coley Porter Bell
From
Comment
/ Consultants' Corner
July 3, 2020
Is success written into DNA of family business entrepreneurs?
Family businesses hold a number of advantages over self-starter entrepreneurs, but they face additional hurdles
From
Comment
/ Editor's Analysis
June 25, 2020
Opportunities abound for leaders who embrace reform
The world is changing and many political leaders appear out of touch. But those businesses and financial firms which embrace diversity, ESG criteria and the digital world will find they are in step with their client base
From
Comment
June 11, 2020
Private view blog: Coronavirus might just help us build a better world
The Covid-19 pandemic offers institutions, governments and individual investors a unique opportunity to break from the past and address issues such as climate change and structural inequalities in society
From
Comment
May 28, 2020
Private View Blog: Striving for clarity in a time of crisis
Wealth management firms are having to think on their feet when reacting to the coronavirus pandemic, but must not lose sight of their next steps
From
Comment
/ Consultants' Corner
May 21, 2020
Private View Blog: Why boards have a duty to reinforce resilience
Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices
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 (February/March 2021)
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