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2016 in review: a year of uncertainty and loose ends

Last year was a tumultuous one with political upheavals, market volatility and leaked documents making headlines. Wealth managers had to deal with all this, along with the ongoing digital revolution, evolving business models and a flurry of M&A activity   

Ciaran Dynes, Talend

Is Blockchain a catalyst for trust or an unprecedented disrupter?

Blockchain has the potential to bring significant efficiencies to the wealth management sector. But will it be used positively or destructively?

PWM 1216 cover

Winds of change present investment opportunities

The year ahead is likely to see big changes on both economic and political fronts. With themes such as Trumponomics, increased global infrastructure spending and a resurgent Russia beginning to emerge, investment advice will be top of clients’ wish lists

Harnessing the predictive power of data in wealth management

Companies in the e-commerce sector are adept at leveraging real-time client insights to anticipate future requirements. Imagine if wealth managers could do the same 

Trump wins

Financial world braces itself for period of uncertainty following Trump victory

Investors must be aware of heightened political risks following Donald Trump’s win in the US election, including keeping an eye on developments in Europe

PWM 1016 cover web

Private banks finally ask: why are we here?

Is the prime role of a private bank to provide investment expertise to its clients or to build a close relationship through a much wider range of services? Opinion is divided, but the industry is at last asking the right question

Welcome to the world of Google Wealth

Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?

Why wealth is more likely to lead to anxiety than happiness

Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Mark Boleat

Is an exodus from London to Paris on the cards?

Mark Boleat, policy chairman at the City of London Corporation and Didier le Menestrel, chairman and founder of La Financière de l’Echiquier, discuss whether Brexit will see Paris overtake London as Europe’s leading financial centre

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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