M&G Wealth’s David Montgomery believes the stability associated with its name will allow the new enterprise to flourish
Business Models

M&G Wealth bets on brand to carve out a niche in UK market

Asian wealth management clients desire both digital delivery and customer service
Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

Looking back at 20 years of change in private banking
The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise

Evolution of the private banker in the 21st century
Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker

Private banking moves from paper trails to personalised service
Technology has transformed the adviser-client relationship, although the journey still has a long way to run with advances in AI and big data in their early stages

Banks must evolve to connect with the clients of tomorrow
Private banks need to engage with the next generation of potential clients much earlier and do so with a workforce this segment can relate to

Size isn’t everything as Syz revels in boutique status
Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market

Kingswood continues pursuit of ambitious growth plans
The London-headquartered firm is looking for acquisitions in both its home market and overseas

Private View Blog: Time for the financial industry to jettison the jargon
Banks may be offering videos and dictionaries to explain the complexities of financial terminology, but it would be much better to simplify the language

Private banks wise up to untapped opportunity of women in wealth
The wealth management industry has been guilty of sidelining female clients, but there is increasing awareness of the opportunities offered by this growing client segment
Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.
Global Private Banking Awards 2022
PWM Digital Edition (June/July 2022)
Wealth Tech Awards 2022
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