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Catering to today’s multi-dimensional high net worth Asian clients

It is becoming increasingly apparent that wealthy individuals in Asia make for very different clients than their counterparts in the West

PWM Cover 0617

Paris looks to profit from London’s Brexit own goal

While the UK lurches from one political crisis to the next, its European rivals are gearing up to capitalise on the Brexit fallout, with a revitalised Paris claiming it is the natural choice for any firms fleeing London 

Blockchain reaction: will it change everything?

Blockchain technology could help banks cut costs and boost client security, but will the notoriously slow-to-change financial services industry get on board?

Does your wealth manager drink coffee or kilowatts?

Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

Chris Bailey, Raymond James

Is it time to move on from active management?

Chris Bailey, European strategist at Raymond James and Alan Miller, founder and CIO of SCM Direct, discuss whether active management has had its day

The five hats every wealth manager must wear

Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles 

Why mum and dad don't always know best when it comes to money

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

How regtech can help banks conquer compliance mountain

The years since the financial crisis have seen a massive expansion in regulation and a corresponding boom in the number of compliance officers. Could technology cut costs and lower the error count?

Feb-March 2017 cover

Brexit could prove trigger for finance jobs reshuffle

No one quite knows what the UK’s vote to leave the EU will mean for London as a financial centre, but rival cities across the continent are readying themselves for the fallout and the opportunities that will surely arise. But the biggest winner could well be New York

Could personality profiling prove better way to understand clients?

Most wealth managers segment customers according to net worth, but would dividing them according to personality make more sense for firms promising a bespoke service?

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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