The coronavirus crisis has reinforced the importance for wealthy families to update generational transfer plans

While European and Middle Eastern clients tend to invest with long-term horizons and are buying up stocks, Rémi Frank, global head of the key client group at BNP Paribas Wealth Management, reports that Asian investors, who have shorter timescales in mind, are reacting very differently

Those wealth managers which have blazed a digital trail are now finding themselves in a far better situation than the laggards

Technology must become part of the client experience wealth manager's offer, but the industry must not lose sight of the fact it is a relationship business first and foremost

Unlike their counterparts in equities, bond managers can make money in both good times and bad, believes David Zahn, Franklin Templeton’s fixed income chief in Europe, but they need to be able to read people to really excel

Fixed income has traditionally played an anchor role in both private and institutional portfolios, providing both yield and a counterbalance to equities. But right now traditional bonds are fulfilling neither of those roles, so it is time to replace them?

Entrepreneurs may claim staff make their businesses tick, but the future of the workforce is rarely high on the agenda in initial discussions about handing over control of their companies

The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Those looking for yield from traditional fixed income will be disappointed, so many investors are delving deep into less well trodden parts of the bond markets 

Clients are responsive to the transformational effects global mega trends are likely to have, as well as their ability to boost returns and smooth volatility