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New multilateralism vital to preserve exchange of ideas

Western liberal democracy was shaken by the fallout from the 9/11 terrorist attacks and the global financial crisis, but the coronavirus pandemic looks likely to leave an even longer-lasting mark. With governments across the world dealing with the threat in their own countries, are we entering a world where national self-interest is the new normal? 

April Rudin WT Roundtable

View from a New Jersey high rise

April Rudin, founder of the Rudin Group, on how coronavirus has turned life in the US upside down, and why financial services firms must use widespread working from home to their advantage

Malik S. Sarwar, K2 Leaders Inc

What if women ran the wealth management industry?

More diverse leadership in the wealth industry would make it less hubristic, more focused on steady returns, and better advance the public good, yet women aiming for the top face a number of obstacles

Yuri Bender web
From Comment

Private View Blog: Families focused on succession planning like never before

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

Elisa Trovato web
From Comment

Private View Blog: Covid-19 forcing private banks to finally embrace tech revolution

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

Robot handshake

What does a compelling client experience look like?

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

Elisa Trovato web
From Comment

Private View Blog: Coronavirus - why investors should hold their nerve

Markets may have fallen from record highs as the coronavirus spreads worldwide, but private banks are urging clients to see the epidemic as a transitory, 'tail' event

PWM 0220 cover image

Should private banks have a licence to kill off bonds?

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?

Yuri Bender web
From Comment

Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

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

Exit sign

Entrepreneurs must not forget their staff in rush for the exit

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

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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