Is the prime role of a private bank to provide investment expertise to its clients or to build a close relationship through a much wider range of services? Opinion is divided, but the industry is at last asking the right question

Many clients judge their wealth managers by the quality of information they provide, but a number are falling short. Could Google fill that void?

Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Mark Boleat, policy chairman at the City of London Corporation and Didier le Menestrel, chairman and founder of La Financière de l’Echiquier, discuss whether Brexit will see Paris overtake London as Europe’s leading financial centre

London’s pre-eminence as Europe’s leading financial centre may well be under threat following the UK’s vote to leave the European Union, but institutions assess many competitive factors before shipping out staff

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively