Private banks’ are frequently dazzled by the size and past performance of ‘blockbuster’ funds and ‘star’ managers and include them on their approved lists of funds without carrying out robust checks. They need to up their game

The emergence of ‘privileged partnerships’, where sub-advisers run multiple mandates, is a key trend to emerge from PWM’s 15th annual survey of the process

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

China’s rapid rise and increasing global influence mean friction with the US will continue, whether or not the two sides mange to find an agreement around trade

Private banks need to put technological solutions at the heart of their operations if they are to meet the demands raised by clients and relationship managers, though there will always be a need for human interaction

Smaller asset managers are agile enough to quickly incorporate ESG principles into their DNA, but it will take the size and scale of the behemoths to promote the shift to sustainability the world so urgently needs

The scandal involving Russian billions which has enveloped Danske Bank reinforces the need for banks to have stringent due diligence procedures in place for identifying sources of clients’ funds

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

The US economy is predicted to slow this year, but that does not mean there are no investment opportunities to be found, with the technology and healthcare sectors attracting plenty of interest  

Technology stocks have regained the ground they lost late last year, but will the FAANGs – Facebook, Amazon, Apple, Netflix and Google – retain their pre-eminence?

Wealth managers accumulate huge amounts of client data, but are failing to put it to good use