PWM Wealth Tech Awards 2022 Acceptance Videos

Messages of acceptance from winners that could not make it to the ceremony in London. Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.

 

Democratising wealth management - Innovation in digital wealth management CH 1/4

A much younger cohort of advisers and investors are taking their lead from the retail sphere and demanding a broader range of assets and information sources from their wealth manager.
 

The Empire strikes back - Innovation in digital wealth management CH 2/4

How private and retail banks are dealing with the sustained challenge from robo-advisers and building a new digital ecosystem that relies more on collaboration than confrontation.
 

Fit for a purpose - Innovation in digital wealth management CH 3/4

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.
 

Future wealth managers - Innovation in digital wealth management CH 4/4

Human centricity and psychology is key to constructing new models which derive inspiration from the Big Techs while maintaining trust and longevity associated with private banks.
 

The mechanics of due diligence - World in crisis: securing citizenship by investment CH1/4

PWM hears how due diligence agencies can help countries with citizenship by investment programmes avoid fraudulent applications and detect ‘red flags’ highlighting investors with questionable reputations
 

Sanctions and anti-money laundering measures - World in crisis: securing citizenship by investment CH2/4

With many jurisdictions suspending citizenship applications from wealthy Russians, countries seeking to preserve reputations in a time of turmoil are also asking due diligence agents to ‘re-scrub’ existing investors who may be on sanctions lists

 

Contrasting competing jurisdictions - World in crisis: securing citizenship by investment CH3/4

Determining the ‘gold standard’ of due diligence, which defines the quality of competing citizenship by investment programmes 
 

Future challenges - World in crisis: securing citizenship by investment CH4/4

How countries seeking new citizens can work with law firms, intelligence agencies and due diligence investigation firms to assess high-risk and politically connected clients

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