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Don’t expect ‘boutique wave’ to wash away the big boys

The smaller shops may be able to steal clients away from the larger wealth managers, but remain very much part of the big bank ecosystem 

Steve Sokić
From Comment

Private View Blog: Succession planning - learning from the Roy family

Heads of families should get their affairs in order if they are to avoid falling into the same trap as Logan Roy in the TV show Succession

Charlotte Thorne, Capital Generation Partners
From Comment

Private View Blog: Why direct investing is the wrong approach for most private equity investors

Direct investing is not easy to do well and most investors looking to access private equity markets would be better off taking the fund approach, argues CapGen’s Charlotte Thorne

Ming-Jer Chen
From Comment

Private View Blog: Four reasons behind the volatility of China’s billionaire list

The Chinese government’s communist-oriented, top-down policies firmly guide the country's capitalist engine, writes Ming-Jer Chen 

Kyiv protestor copy
From Comment

Private View Blog: Can Ukraine survive as an independent state?

Russian troops may be mobilised along its borders and Crimea occupied, but Ukraine has a long history of bouncing back from adversity

Paul Myners
From Comment

No-nonsense approach made Paul Myners an agent of change

The former treasury minister and Gartmore chief executive, who has died aged 73, played a significant role in remoulding the financial sector

Asian digital window

Asian wealth management clients desire both digital delivery and customer service

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

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The bold, the brilliant and the brave

Many key trends have transformed private banking over the past two decades, but some talented individuals have provided the impetus for change 

Wind and solar
From Comment

Why stewardship is the new linchpin of climate investing

The only way to reach climate targets will be if shareholders take a more active approach, thus forcing companies down a greener path 

Didier Duret
From Comment

Private View Blog: How three global crises ended investors’ free lunches

It has become harder to generate returns and manage portfolio risk, but innovative solutions can bring success, argues Didier Duret

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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