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Malik S. Sarwar, K2 Leaders Inc
From Wealth Management / Business Models April 7, 2020

What if women ran the wealth management industry?

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

Doug Fritz, F2 Strategy
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

Penny Lovell, Sanlam UK
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

Robot handshake
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

Elliot Smither web
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

David Stead, Charities Aid Foundation
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

Customer loyalty teaser
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

Elisa Trovato web
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

Judges
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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