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

Jeffrey Sacks, Emea investment strategist at Citi Private Bank and Ajay Kapur, Asia and global emerging markets strategist at BofA Merrill Lynch Global Research, ask whether emerging markets have turned a corner

The new generation of techno-nerds may be guilty of speaking in jargon and much of what they pass off as new ideas are anything but, yet evidence of a generational shift in wealth management was clearly evident at the summer Fund Forum event in Berlin