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

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

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?

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

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

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

Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base