Private banks have, in large part, adapted well to the challenges thrown up by the pandemic. But the real winners going forward will be those which are able to combine relationship management with investment performance

Asian entrepreneurs are cutting back on public markets in favour of alternatives and investing in their own businesses, but are they underestimating the risks?

While coronavirus is causing lasting damage to people’s living standards, the ultra-wealthy continue to make money

Firms have been forced to innovate to stay close to clients during the coronavirus pandemic and going forward must strike a balance between the new ways of doing business and the old high-touch approach

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?

Clients tend to be loyal to their wealth managers and would recommend them to others. Firms must make more of this in a Covid-ravaged world

The first step in building a portfolio for a sustainability-minded client is for an adviser to clarify their values then help them adapt accordingly, argues Adam Bendell, CEO of Toniic