High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base
Latest news
Steering a route between fund brands and their stars
The way asset managers market themselves to advisers and end investors is increasingly important
Private clients in pole position to capture illiquidity premium
High net worth investors are a great fit for alternative investments such as private equity and real estate
Philanthropy reaches the parts impact investing cannot reach
Charitable money is able to take risks other forms of capital cannot
Digital advances open door to customised approach
Technology is being used by asset managers to both promote their brands and lower operational costs
Building a loyal client base
High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers
From
Wealth Management
/ Private Banking
January 6, 2020
What do clients really want from their wealth manager?
From
FinTech
December 20, 2019
Fintech on Friday: How Envestnet blazed a tech trail for wealth management
In the 20 years since its foundation, Envestnet’s tech offering grew to service around a third of the US market by marrying demand with strategic developments
From
Comment
/ Editor's Analysis
December 17, 2019
Banks out to prove they are in the same decade as clients
Private banks are well aware they need to adjust their offer to clients, with an increasing focus on private equity, real estate and ESG products along with a shift in the way they manage relationships
From
Comment
December 18, 2019
Private View Blog: Want to boost performance? Hire more women
There is evidence funds could boost performance by increasing the gender diversity of their management teams, but change is proving a slow process
From
Fund Managers
/ Distribution
December 16, 2019
PGIM keeps faith with its ‘village of boutiques’ model
PGIM Investments plans to expand its distribution network in Europe, says CEO Stuart Parker, believing investors value its multi-brand approach
From
Fund Managers
/ Distribution
December 16, 2019
SEI identifies partnership potential in far-flung lands
US firm SEI Investments, whose push into wealth management is built around reducing costs for partners, sees greater opportunities in Europe and Asia than back home
From
Asset Allocation
/ Thematic Investing
December 17, 2019
Hermes’ thematic strategies strike chord with private banks
ESG strategies were part of the Hermes offering long before they became fashionable, but are now winning them new business in the wealth management sector
From
Wealth Management
/ Private Banking
December 17, 2019
London & Capital looks to life after founder Freedman
Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning
From
Awards
October 31, 2019
Global Private Banking Awards 2019: Winners and highly commended
This year’s Global Private Banking Awards, now in their 11th edition, have attracted 130 participants from around the world.
From
Comment
November 28, 2019
Private View Blog: Private equity - why it pays to get women in on the deal
Deals finalised by a gender-diverse investment committee outperform those led by male-only teams, yet the private equity industry continues to struggle to attract women
From
Financial Centres
/ Americas & Caribbean
/ USA
November 11, 2019
Investors should fear Warren’s plans to reshape US economy
Should she become president, Elizabeth Warren has ambitious plans that would alarm markets and investors
From
Wealth Management
/ Profiles
November 1, 2019
Integrated model puts Credit Suisse on front foot in Asia
Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle
From
Awards
October 31, 2019
Global Private Banking Awards 2019 - Analysis: US private banks in tune with client-centric world
PWM’s annual private banking awards see a strong showing from leading US banks which are combining technological innovation, customer service and business acumen, in stark contrast to their risk-averse European rivals
From
Asset Allocation
/ Fixed Income
October 28, 2019
Investors re-evaluate bonds in light of negative yields
With income hard to find, particularly in swathes of European sovereign debt which is yielding zero or less, investors are seeking out opportunities in more exotic parts of the bond markets
From
Comment
November 14, 2019
Private View Blog: Are billionaires a force for good?
The wealthiest members of society are both celebrated as job creators and vilified as a symptom of a society which badly needs reform
From
Fund Selection
December 16, 2019
Fund selection - December 2019
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
From
Fund Selection
November 11, 2019
Fund selection - November 2019
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy
Daniel Bilak, Chairman of UkraineInvest and Kyiv Mayor Vitali Klitschko talk about the attractions of investing in Ukraine since the 2014 Revolution, which changed both the political and economic climate.
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