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.
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.
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.
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.
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
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
Determining the ‘gold standard’ of due diligence, which defines the quality of competing citizenship by investment programmes
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
The war in Ukraine marks a 'lightbulb moment' in social and governance investing, with start-ups able to monitor portfolio holdings linked to the Russian invasion. PWM's Yuri Bender talks to impact-led platform Tumelo
James Bevan, investment adviser to wealthy families, talks to PWM's Yuri Bender about how Russia's invasion of Ukraine is likely to shape financial markets and trade relations for years to come.
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