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Dec 19, 2024 · By demonstrating impact and setting up more efficient philanthropic structures, wealth advisers can help encourage clients to increase donations, particularly during the festive season.
Wealth managers must be smooth operators in 2025
3 days ago · Innovation of ideas, products and technology is key to wealth managers seeking to make sense of a highly polarised geopolitical system and deeply divided society. As 2024 — a tumultuous year for geopolitical, trade and technological upheavals — draws to a close, it is worth looking back several ...
Global Wealth Management Summit 2024
Nov 8, 2024 · The Global Wealth Management Summit is FT Live and PWM’s flagship gathering of private banks, family offices and wealth managers. Across two days, this year’s panel discussions and interactive masterclasses will address operational issues for leaders across the executive board, the implications of geopolitical dynamics for investment officers, and product development strategies to capture ...
Global Private Banking Awards 2024: Winners' profiles
Nov 7, 2024 · Best Branding in Private Banking. Lombard Odier. After two years of winning the best branding in Europe, Lombard Odier secured the global accolade with its “nature’s regenerative power” campaign, which publicises the bank’s commitment to sustainable investing as a critical way to preserve and grow wealth for the long term.
Global Private Banking Awards 2024: Taking the pulse of private …
Nov 7, 2024 · Many of the biggest private banks are doubling down in key markets while mid-sized firms are trying to differentiate themselves from peers. T he results of the Global Private Banking Awards for 2024 – presented by FT titles PWM and The Banker – serve as an excellent barometer of key industry trends.. Firstly, we have seen a changing of the guard, with a troubled Citi now eclipsed by a ...
Fund Selection — December 2024 - Professional Wealth …
Dec 13, 2024 · Based in: Madrid, Spain “The high geopolitical uncertainty in the coming months leads us to add a dose of caution. To the ones we already had — such as the war in Ukraine, in the Middle East, or the political (and economic) instability in France — we add the uncertainty of what the new Trump administration will bring and the difficulty of fitting its electoral program, or what may result ...
About Us - Professional Wealth Management
Dec 20, 2024 · About Us. Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.
The Debrief: Global Wealth Management Summit 2024
Nov 11, 2024 · PWM's Yuri Bender and our panel of pundits discuss the AI and energy transition 'supercycles' transforming wealth management, plus technological, cultural and geopolitical challenges - including the recent US election - which are often slowing the industry's progress
Algorithms and alternatives define US wealth management
Sep 18, 2024 · Wealth managers continue to promote the US as centre of innovation, tech and land of opportunity for alternative investments. While much is said about which hubs in Europe and Asia are benefiting from wealth migration and fostering talent, the US stands tall as leader in asset and wealth management innovation.. North America, particularly the US, remains the top region for high net worth ...
Investment themes set to define 2025 - Professional Wealth …
Dec 11, 2024 · First, geopolitical risks are escalating across various regions, with global conflicts intensifying. From the war in Ukraine to ongoing tensions in the Middle East and east Asia’s territorial disputes, the world is navigating an increasingly unstable environment.. The financial impact of these tensions is already being felt, with defence budgets surging worldwide.