PAM Insight

Social media and wealth management

Private banking and wealth management is often perceived to be a closed and exclusive world. The model is based on close personal and trusted relationships between advisers and their clients – all shrouded in a code of confidentiality. But in the last few years technology, particularly in the form of social and digital media, has…

Social media in wealth management [event]

The wealth management industry is often seen as being steeped in tradition, more oil tanker than speedboat when it comes to adapting to change and embracing new technology. But, as with many things in life, there is often a gap between perception and reality. The digital revolution is having a big impact on the world…