Today’s Top Story
The changing role of relationship managers
The role of the relationship manager in wealth management is professionalising, with advisers needing to be increasing agile and informed, though technology is there to help. With 1,000 billionaires poised to transfer an estimated $5.2tn to their children over the...
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Highlights
Creativity over conflict key to asset growth
Obsolete technology and hierarchical organisational structures are holding back innovation in asset...
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Coutts’ investment captain plots path to growth
In his new role as head of investments at Coutts, Fahad Kamal...
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Digital and Tech OPINION
Helping wealth managers wade through the data
While financial firms are busy deploying technology to enhance their business models,...
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Videos
Events
Latest Analysis and Opinion
Asian portfolios in focus
Michael Blake, chief executive for wealth management Asia at Union Bancaire Privee,...
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Traditional investments OPINION
The enduring benefits of value stocks in a growth-focused market
Numerous studies have shown that value stocks tend to outperform growth stocks...
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Engaging with the next generation of family wealth
Despite succession planning being high on their agendas, many families are failing...
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Digital and Tech
OPINION
April 11, 2024
Empowering wealth managers with generative AI
Generative AI has the potential to completely transform the way financial businesses operate and connect...
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April 11, 2024
Searching for Asia’s ‘secret source’
Chetan Sehgal, emerging market equities expert at global funds house Franklin Templeton, shares his views...
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April 10, 2024
The future of wealth: women, next gen and Asian clients
Global wealth managers must bolster digital channels and invest in financial planning resources to take...
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April 9, 2024
Fund Selection — April 2024
Each month in PWM, nine top European asset allocators reveal how they would spend €100,000...
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