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Peter Flavel, Coutts teaser
From Wealth Management / Profiles October 24, 2016

Flavel puts investment at core of Coutts’ growth plan

With Coutts now firmly concentrating on its core UK market, the challenge for chief executive Peter Flavel is getting its existing clients to do more with the bank

Alexandra Altinger, Sandaire
From Wealth Management / Family Offices October 21, 2016

Partnerships provide multi-family offices with global reach

As investment opportunities become ever more global, private banks and multi-family offices seek to broaden jurisdictional capabilities and expand their range of services

From Wealth Management / Private Banking September 16, 2016

Global banks exodus from Latin America could prove short-sighted blunder

As international banks exit Latin America, private clients are being badly treated in the fallout. Can local players fill the gap?

From Wealth Management / Business Models September 16, 2016

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Taras Chaban, Sybenetix
From Wealth Management / Private Banking September 7, 2016

Digital revolution needs more than lip service to become reality

Wealthy individuals tend to be extremely tech-savvy, yet the vast majority of financial service providers have been too slow in their adoption of digital technology. Leadership from the very top is required to push through the necessary changes

Jessica Donohue, State Street
From Wealth Management / Profiles September 6, 2016

Keep humans at heart of fintech, warns State Street

Banks can learn a lot from successful companies in other industries which put customer experience at the heart of their business models, believes State Street’s Jessica Donohue

Kelly Coffey, JP Morgan
From Wealth Management / Private Banking September 2, 2016

Combining tech tools with private relationships

In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms 

Tracey Warson, Citi Private Bank
From Wealth Management / Private Banking September 2, 2016

Silicon Valley extends deep into US wealth management

New York may be the centre of the financial industry in the US, but regional variations mean the biggest banks need a physical presence across the country to cater to clients, as well as overseas if they have global ambitions

Jose Fuentes, Citi Private Bank
From Wealth Management / Private Banking August 30, 2016

Local Latin American banks seize chance as turmoil engulfs region

Latin America’s richest individuals have seen their wealth hit hard by drops in commodity prices, while many international banks have reduced their footprint or backed out of the region entirely

Christian Edelmann, Oliver Wyman
From Wealth Management / Business Models August 23, 2016

Financial world in flux following EU poll upset

While banks fear that access to EU talent may be restricted in the post-Brexit landscape, some wealthy clients have already sensed a buying opportunity amid the uncertainty

Latest PWM video

    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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