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

Much of the talk around the ongoing Brexit process ignores the importance of trade and the myriad benefits of closer relationships with neighbouring countries

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

Although private banks in Asia remain in expansion mode, most of global institutions are starting to review the efficiency of their operations, both in terms of headcounts and jurisdictions in which they operate