Professional Wealth Managementt

Home / Wealth Management / Business Models

Business Models

Dena Brumpton, Citi Private Bank

Private banks scheduled for major surgery

As the dust continues to settle from the financial crisis, private banks are reworking business models to bring them in line with clients’ demands. But how drastic do the changes need to be and what role should technology play?

Dina de Angelo, Pictet Wealth Management

Gazing into the future of wealth management

The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?

PWM 1013 Cover

Seeking partners to help lift returns

PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured

Jim Prior, The Partners

Time for banks to reflect on branding

In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution

Rebecca Eastmond, JP Morgan Private Bank

Finding a way to make charity pay

Clients are expecting their wealth managers to offer philanthropy services, but is it possible for private banks to turn those into a profitable enterprise?

North America back on top as wealth rebounds

North America and Asia-Pacific have led global levels of wealth to new highs, while indications are that high net worth individuals favour a streamlined approach to management

Pablo Garnica, JP Morgan

The search for new riches

Eager to source client assets, private banks are seeking out new wealth in emerging regions while also looking towards entrepreneurs active in more developed markets

Catherine Tillotson

Wealth management firms face challenges to win back clients

Wealth management firms have suffered from falling valuations and need to adapt their business models to an environment of rising regulation and a frail economic recovery

Mark Smallwood, Deutsche Bank

Trusting the next Asian generation

Wealthy Asians are gradually coming round to the need to put firm plans in place for the transfer of wealth between generations, creating opportunities for private banks offering suitable structures

Amin Rajan

Wealth managers taking a leaf out of the institutional book

By combining buy-and-hold investing with short-term opportunism, wealth managers are learning from institutional investors

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (August/September 2022)

Wealth Tech Awards 2022

Join our community