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From Wealth Management / Education March 8, 2017

Why mum and dad don't always know best when it comes to money

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

Paloma Piqueras, BBVA
From Wealth Management / Profiles March 1, 2017

BBVA banking on tech to deliver customer experience

Paloma Piqueras, head of  BBVA Asset Management, explains how technology is central to boosting client relationships, but admits getting conservative Spanish investors to take on more risk can be a challenge 

Adam French, Scalable
From Wealth Management / Business Models February 24, 2017

Robo-advice just one piece of digital puzzle for private banks

Having initially dismissed robo-advice as a passing fad, established wealth managers are now taking the threat seriously. But it is not just a case of copying the start-ups, rather marrying digital advances with a human touch

PWM 1216 cover
From Wealth Management / Private Banking January 3, 2017

Building the best wealth management platforms for investors' online journeys

Low fees charged by robo-advisers are especially tempting to investors in an era of low returns. But are these online platforms able to meet complex needs of high net worth individuals?

Richard Killingbeck, WHIreland
From Wealth Management / Private Banking December 20, 2016

Overhaul of business models top task for private banks in 2017

A move away from the one bank model, whereby wealth management divisions subsidise investment banking divisions, could well be on the cards, while firms have yet to get to grips with technology

Gina Miller, SCM Direct
From Wealth Management / Profiles December 15, 2016

Gina Miller: Counting cost of the Brexit vote

Gina Miller’s legal challenge against the government’s handling of Brexit has come at a heavy cost to her personally and the SCM Private firm she runs with her husband

Paul de Leusse, Indosuez
From Wealth Management / Private Banking December 9, 2016

Revamped Indosuez Wealth Management puts faith in strength of a worldwide brand

The transformation of Indosuez Wealth Management, which has become the global wealth management brand of the Crédit Agricole group, has meant reducing AuM and streamlining its offering, but the result is a more nimble bank better suited to the new era of private banking, believes CEO Paul de Leusse

Rob Fisher, Vanguard
From Wealth Management / Private Banking November 11, 2016

Wealth managers consider opportunities and dangers of the digital world

Robo-advisers and cyber crime both pose real challenges to the wealth management industry, although the digital revolution could also mean a new pipeline of clients

Josef Stadler, UBS
From Wealth Management / Private Banking November 2, 2016

Private banks prepare for the biggest wealth transfer in history

Over the next 20 years the world will witness the largest ever transfer of billionaire wealth. This will create huge opportunities for private banks, but also poses big challenges for the wealth management industry

Michel Longhini, UBP
From Wealth Management / Private Banking October 25, 2016

Private Banks: Adapting for future growth

Private banks must adjust costs in line with their growth potential and ability to generate revenue while reinventing their offering, so they can continue to capture and manage the bulk of their clients' financial assets, argues Michel Longhini, CEO Private Banking at Union Bancaire Privée 

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    Digital transformation in private banking is aimed at both staff and clients, with firms taking a cautious route away from spreadsheet-style systems, to provide a new suite of apps and social networking tools to attract clients.

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