The largest transfer of wealth in history is due to happen in the coming years, but surprisingly few wealthy individuals have plans in place

Leading wealth managers may believe they need to be of a certain size to succeed in Asia, but there is little evidence to back up these claims and smaller players can still thrive

Private banks talk a good game about technological transformations but many are just tinkering rather than truly innovating

Financial service firms often struggle to communicate their values to clients, which makes UBS’ new branding campaign all the more impressive

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers

Many of the world’s largest wealth managers have tried to conquer Asia but few have been as successful as UBS, with adviser recruitment and digital innovation central to its success

Nick Wilson of the Qatar Investment Fund and IOTA’s Jean-Charles Charki debate whether Africa or the Gulf states offer greater opportunities to investors