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 

Gina Miller, founder of SCM Direct.com and Jim Mellon, entrepreneur and fund manager, discuss the impending referendum on the UK’s membership of the EU

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made