Clients appear broadly satisfied with the service they receive from wealth managers, although they would like to see more innovation in digital services

ETFs have thrived in the long bull market, but the return of volatility to markets should mean a more fertile environment for active managers. Will smart beta ETFs be able to compete?

Individuals from the worlds of business, finance and politics could learn a thing or two from the young Chelsea goalkeeper who refused to be substituted, writes Yuri Bender

Today’s ‘global families’ are no longer simply looking for portfolio management from wealth managers. The modern private bank must adapt to offer a much wider range of services to all members and branches of these increasingly international clans

Research suggests investors are more comfortable sharing their personal data than wealth managers realise

Roger Bootle, who voted leave, and Gina Miller, a remainer, discuss the political origins of the UK’s decision to leave the EU and predict what the future may hold

By taking the time to better understand what delights and frustrates clients, wealth managers can amplify the effects of making small changes to more effectively address larger challenges and reposition their brand accordingly

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change