All articles by PBI Editorial
PBI Editorial
Comment: Financial Services & Darwinism – The Race to the Bottom
One of the main objectives of the Retail Distribution Review (RDR) when it was introduced into the UK financial services industry on 1st January 2013 was to make fees and charges more transparent for the consumer so that he/she knew what they were paying and could assess whether that was value for money.
Expert views: WealthInsight
Technology millionaires and billionaires have been flooding into the news over the past decade, with people like Bill Gates, Mark Zuckerberg, Eric Schmidt and Larry Page making fortunes out of technological innovation. However, emerging economies are now producing their own technology entrepreneurs and creating their own ‘silicon valley’ to appeal to entrepreneurs, producing HNWIs such as Markus Persson, Kaj Hed and Riccardo Zacconi.
Client centricity, quality service and targeted offerings deemed as winning qualities at the Private Banker International Wealth Awards 2014
Private Banker International (PBI) the leading journal for the global wealth management industry has announced the winners for the Global Wealth Awards 2014, in conjunction with the 24th Global Wealth Summit.
UBS maintains lead as largest private bank in Asia
Private Banker International announces the 2014 PBI Asias Top 20 Rankings at the Private Banker International Wealth Summit 2014. This years survey saw a rise in Asian wealth, with UBS keeping a strong lead as the largest wealth manager in the region.
Exclusive comment: The rise of direct to consumer services in wealth management
There is no doubt that the wealth management industry is at last waking up to the digital revolution. Over the past few weeks, a number of ‘traditional’ investment management companies have announced their intention to build a direct-to-consumer discretionary service to rival Nutmeg.
Expert view: WealthInsight
Welcome to the monthly instalment of news and views from PBI’s sister company WealthInsight. WealthInsight is the leading providerof business intelligence on HNWIs and the wealth sector. With an extensive database as the foundation for our research, we are ableobtain an unsurpassed level of insight and authority on HNWIs and the wealth management industry
Comment: Delivering intellectual capital with impact
Changing client behaviours and expectations are forcing banks and Wealth Managers to radically rethink how they deliver intellectual capital in an impactful way.
Comment: The Rise of the Aggrieved Affluent
The Sunday Times Rich List, published in May, heralded the fact that there are now more billionaires per square foot in London than there are in any other city in the world, 114 to be exact.
PBI announces finalists for Wealth Awards 2014
Private Banker International (PBI) has announced the finalists for the Private Banker International Wealth Awards 2014, held in conjunction with the 24th PBI Wealth Summit.
Interview: RBC’s King talks impact investing
RBC Wealth Management’s head of portfolio strategy, George King, has long advocated the use of sustainable investing as a tool to enhance client experience for wealth managers. Hazel Biegelsen speaks with him about the recent emergence of impact investing and its vast potential in the HNW banking community.