Analysis

GLOBALDATA ANALYSIS

COVID-19: A multi-channel experience is paramount for retention

The wealth space is embracing technology at a faster rate than in the pre-COVID-19 era, but human advice remains necessary

PERSONNEL BRIEFING

People moves

Key career developments by the movers and shakers in private banking and wealth management

05/27/2024 19:52:56
  • Home | How are private banks, new and old, attracting new wealth?
  • In this issue
  • Contents
  • Briefing
  • News in brief
  • Wells Fargo sells asset management arm for $2.1bn
  • Charles Stanley signs up for BITA ESG Manager
  • Kleinwort Hambros launches its second Emerging Artist Prize
  • Deutsche Bank announces first annual net profit since 2014
  • Features
  • Newer and more inclusive wealth, does this change strategy?
  • How are PMI figures and inflation set to affect the UK?
  • Risky Business 
  • Sustainable methods to attract millennial wealth
  • Analysis
  • COVID-19: A multi-channel experience is paramount for retention
  • People Moves
  • Is the window closing to capture the cyclical upswing?
  • The PBI team
03/05/2021 00:00:00