Professional Wealth Managementt

Home / Wealth Management / Business Models

Business Models

David Montgomery, M&G Wealth
From Wealth Management / Business Models February 24, 2022

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

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

Asian digital window
From Wealth Management / Business Models January 5, 2022

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

PWM 20 year cover
From Wealth Management / Business Models December 15, 2021

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  

Dina de Angelo, Pictet Wealth Management
From Wealth Management / Business Models December 15, 2021

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 

Andrew Catterall, JP Morgan
From Wealth Management / Business Models December 15, 2021

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

Amy Lo, UBS
From Wealth Management / Business Models December 15, 2021

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

Eric Syz, Banque Syz
From Wealth Management / Business Models December 15, 2021

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

David Lawrence, Kingswood
From Wealth Management / Business Models November 23, 2021

Kingswood continues pursuit of ambitious growth plans

The London-headquartered firm is looking for acquisitions in both its home market and overseas

Ylva Baeckstrom
From Wealth Management / Business Models September 23, 2021

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

Eva Lindholm, UBS
From Wealth Management / Business Models September 1, 2021

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.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (June/July 2022)

Wealth Tech Awards 2022

Join our community