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 

Citi unseating UBS for top spot in PWM’s annual private banking awards is indicative of a wider trend of US institutions’ increasingly ambitious global plans

It is not just millennials who are living in the digital age. Wealth managers must utilise technology to deepen relationships with clients of all ages

Women working in financial services tend to be paid considerably less than their male counterparts and struggle to break through the glass ceiling, despite evidence showing that companies with more women in senior roles do better