Professional Wealth Management

Wealth Tech Awards

Living on the wealth management front line

Living on the wealth management front line

By Yuri Bender

Rathbones’ chief operating officer Andy Brodie, who spent 10 years in the British Army, faces many challenges involving trust, technology and team-building in t...
Wealth Tech Awards 2024: Winners’ profiles

Wealth Tech Awards 2024: Winners’ profiles

By Alison Ebbage, Jason Mitchell and Chris Newlands

Contents GlobalAsia & AustraliaEurope & Central and Eastern EuropeThe Americas ...
Humans must stay in driving seat in tech race

Humans must stay in driving seat in tech race

By Yuri Bender

Private banks, keen to get ahead in the digital race, are embracing technologies such as artificial intelligence. Yet wealth management remains a people busines...

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November 1, 2023

Wealth Tech Awards 2024: Categories

By PWM

Best Client Reporting Platform...
June 12, 2023

PWM Wealth Tech Awards 2023

PWM Wealth Tech Awards 2023 Professional Wealth Management, a publication of the Financial Times, announced the winners of the sixth annual PWM Wealth Tech Awa...
June 7, 2023

Wealth Tech Awards 2023: Winners’ profiles

By James King, Jason Mitchell and Elisa Trovato

Best private bank for client acquisition (global); Best private bank for digitally empowering RMs (global) JP Morgan Private Bank...
June 7, 2023

Wealth Tech Awards 2023: Winners and highly commended

By PWM editorial

More than 50 private banks took part in the sixth annual wealth tech awards and we received more than 140 entries. The entrants are the most technologically adv...
June 22, 2022

Bankers and engineers team up at BNP Paribas

By Yuri Bender
Mariam Rassai has driven the digital transformation at French stalwart BNP Paribas Wealth Management and was determined to have clients involved from the outset...
June 22, 2022

Wealth Tech Awards 2022: Global winners

Profiles written by Yuri Bender, James King and Elisa Trovato

Best private bank for digital customer service, global; Best private bank for culture & vision, global; Best digital leader - Mariam Rassai, Head of Client ...