Advances in technology have made it possible for concierge services to be integrated into wealth managers’ offerings, bringing benefits to both private banks and their clients

The largest asset managers have the ability to push companies into combating the climate crisis through shareholder voting, but they are not making the most of the opportunity

Wealth managers are able to collect more client data than ever before and can use it to deliver a more bespoke experience. But striking the right balance between privacy and personalisation will be an ongoing challenge

Family offices, venture capital funds and other investors hungry for yield see plentiful opportunities in Ukraine, especially in its ports, agriculture and technology sectors. But the risks remain, not least over central bank independence and future relations with Vladimir Putin’s Russia   

Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients

Research suggests female high net worth individuals welcome the adoption of the next generation of technology by the wealth management industry

Asset managers who overstate the sustainability of their products through ‘greenwashing’ them may fool investors for now, but will pay the price in time

Although many private banks are forecasting strong returns from private equity over the next few years, some believe the asset class could be in for a rough ride