Wealth managers are yet to fully align themselves with clients' digital expectations, but while technology will inevitably disrupt the private banking industry, evidence suggests there will always be a place for human expertise

Chris Bailey, European strategist at Raymond James and Alan Miller, founder and CIO of SCM Direct, discuss whether active management has had its day

Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles 

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

The years since the financial crisis have seen a massive expansion in regulation and a corresponding boom in the number of compliance officers. Could technology cut costs and lower the error count?

No one quite knows what the UK’s vote to leave the EU will mean for London as a financial centre, but rival cities across the continent are readying themselves for the fallout and the opportunities that will surely arise. But the biggest winner could well be New York

Most wealth managers segment customers according to net worth, but would dividing them according to personality make more sense for firms promising a bespoke service?

Last year was a tumultuous one with political upheavals, market volatility and leaked documents making headlines. Wealth managers had to deal with all this, along with the ongoing digital revolution, evolving business models and a flurry of M&A activity