Systemic failure by Australian private banks to service high-net-worth (HNW) individuals has created an opportunity for financial planners to compete for these clients. ... [more]
A senior private wealth figure has questioned the industry’s ability to service clients in a sustainable way and claims private wealth management now ... [more]
Alan Shields explains how social media can be harnessed to enhance the quality of client relationships and says that while much of the ... [more]
It pays to know exactly what social media can and cannot do before you start tweeting into the ether, says Alan Shields. [more]
Diversification is an important factor in wealth management and private banks are well placed to help their clients diversify their assets. Yet many ... [more]
Alan Shields examines the importance of the relationship manager in creating a positive experience for clients. More importantly, private banking has become synonymous ... [more]
Onboarding is an important stage of the private banking relationship, not only in terms of retaining a new client but in terms of ... [more]
Alan Shields explains how private banks are tackling the issues thrown up by an aging client base. According to ABS statistics, approximately 13 ... [more]
Alan Shields says private bands, slow to recognise the power of advocacy, are now starting to catch on. Many of the largest financial ... [more]
Alan Shields says private banks, slow to recognise the power of advocacy, are now starting to catch on Many of the largest financial ... [more]