Professional Wealth Managementt

Home / Comment



From Comment / Consultants' Corner December 1, 2015

Individuals failing to plan for transfer of wealth to next generation

The largest transfer of wealth in history is due to happen in the coming years, but surprisingly few wealthy individuals have plans in place

From Comment / Consultants' Corner November 17, 2015

Big is not always beautiful for finding success in Asia

Leading wealth managers may believe they need to be of a certain size to succeed in Asia, but there is little evidence to back up these claims and smaller players can still thrive

PWM 1115 cover
From Comment / Editor's Analysis November 4, 2015

Innovation part of wider move out of the shadows

Private banks talk a good game about technological transformations but many are just tinkering rather than truly innovating

From Comment / Consultants' Corner October 29, 2015

UBS attempts to answer life’s big questions

Financial service firms often struggle to communicate their values to clients, which makes UBS’ new branding campaign all the more impressive

From Comment / Consultants' Corner October 27, 2015

Making video marketing work for financial services

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

PWM 1015 cover
From Comment / Editor's Analysis September 27, 2015

Banks must embrace both man and machine

The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers

From Comment / Consultants' Corner September 23, 2015

UBS reaps rewards of Asia-first strategy

Many of the world’s largest wealth managers have tried to conquer Asia but few have been as successful as UBS, with adviser recruitment and digital innovation central to its success

Nick Wilson, Qatar Investment Fund
From Comment / Great Debate September 4, 2015

Does Africa or the Gulf burn brightest?

Nick Wilson of the Qatar Investment Fund and IOTA’s Jean-Charles Charki debate whether Africa or the Gulf states offer greater opportunities to investors

PWM 0915 cover
From Comment / Editor's Analysis August 24, 2015

London calling as private banks connect with the future

The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond

PWM 0715 cover
From Comment / Editor's Analysis July 2, 2015

Local banking scene not enough for ‘national champions’

As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow

The brave new world of convertible bonds


Global Private Banking Awards 2014


This highlights video features interviews with some of the regional and global winners, including UBS Wealth Management, Erste Bank, Nordea Private Banking, Santander Private Banking and Berenberg.

Join our community


We use cookies to improve site performance and enhance your user experience. If you’d like to disable cookies on this device, please see our cookie management page. If you close this message or continue to use the site, you consent to our use of cookies on this device in accordance with our cookie policy, unless you disable them.