More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles
Business Models
From
Wealth Management
/ Business Models
April 7, 2020
What if women ran the wealth management industry?
From
Wealth Management
/ Business Models
April 3, 2020
Fintech on Friday: Wealth managers changing their ways
US wealth firms expected their digitalisation journeys to last years, but Covid-19 is forcing them to carry out immediate, and permanent, changes to the way they do business
From
Wealth Management
/ Business Models
April 1, 2020
Sanlam UK reveals lessons learned from the lockdown
Penny Lovell, CEO Private Wealth at Sanlam UK, explains how the enforced period of working from home due to the coronavirus pandemic has actually brought her team closer together
From
Wealth Management
/ Business Models
March 30, 2020
Coronavirus crisis to reshape private banks digital offerings but also strength human voice
The coronavirus crisis means huge changes for private banks and wealth advisers, claimed Alessandro Tonchia, co-founder of Finantix, in PWM's first wealthtech webinar, with digital channels coming to the fore, but human interaction more important than ever
From
Wealth Management
/ Business Models
March 11, 2020
What does a compelling client experience look like?
Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost
From
Wealth Management
/ Business Models
February 6, 2020
Private View Blog: ESG - do it for the kids
Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients
From
Wealth Management
/ Business Models
December 16, 2019
Philanthropy reaches the parts impact investing cannot reach
Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together
From
Wealth Management
/ Business Models
November 18, 2019
How wealth managers can build a loyal client base
High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients
From
Wealth Management
/ Business Models
September 19, 2019
Private View Blog: Private banks must find competitive edge to win over millennials
Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients
From
Wealth Management
/ Business Models
August 28, 2019
Private banks slowly but surely adapting to digital era
Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing
Extremely low yields have forced investors to move up the risk curve, with assets flowing into emerging market debt and high yield bonds, but what are the prospects for these fixed income segments and what are the main risks?
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