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
Editor's Analysis
From
Comment
/ Editor's Analysis
April 28, 2020
New multilateralism vital to preserve exchange of ideas
Western liberal democracy was shaken by the fallout from the 9/11 terrorist attacks and the global financial crisis, but the coronavirus pandemic looks likely to leave an even longer-lasting mark. With governments across the world dealing with the threat in their own countries, are we entering a world where national self-interest is the new normal?
From
Comment
/ Editor's Analysis
February 25, 2020
Should private banks have a licence to kill off bonds?
Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?
From
Comment
/ Editor's Analysis
December 17, 2019
Banks out to prove they are in the same decade as clients
Private banks are well aware they need to adjust their offer to clients, with an increasing focus on private equity, real estate and ESG products along with a shift in the way they manage relationships
From
Comment
/ Editor's Analysis
November 1, 2019
US ‘Superbanks’ leave Swiss rivals redrawing strategies
While US private banks have used the huge wealth generated by a booming economy to transform themselves, European players, and the Swiss in particular, are having to overcome multiple headwinds. One thing is certain though: the successful firms of tomorrow will be the ones who put clients firmly at the heart of their business
From
Comment
/ Editor's Analysis
October 31, 2019
Global Private Banking Awards 2019 - Analysis: US private banks in tune with client-centric world
PWM’s annual private banking awards see a strong showing from leading US banks which are combining technological innovation, customer service and business acumen, in stark contrast to their risk-averse European rivals
From
Comment
/ Editor's Analysis
August 15, 2019
Hong Kong cries out for strong and honest leadership
The civil unrest going on in Hong Kong is nothing new, rather part of a long history of protest which has previously led to social reforms. But with a looming threat of Chinese intervention, the hope is that the territory’s leaders engage in dialogue with civil society to maintain the city’s advantages as a financial centre
From
Comment
/ Editor's Analysis
June 25, 2019
Banks must do more to shield clients from falling fund stars
Private banks’ are frequently dazzled by the size and past performance of ‘blockbuster’ funds and ‘star’ managers and include them on their approved lists of funds without carrying out robust checks. They need to up their game
From
Comment
/ Editor's Analysis
April 15, 2019
Private banks must take goals-based tech to heart
Private banks need to put technological solutions at the heart of their operations if they are to meet the demands raised by clients and relationship managers, though there will always be a need for human interaction
From
Comment
/ Editor's Analysis
February 25, 2019
Private bankers retune to families’ global mindset
Today’s ‘global families’ are no longer simply looking for portfolio management from wealth managers. The modern private bank must adapt to offer a much wider range of services to all members and branches of these increasingly international clans
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (June/July)
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