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

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

There is a significant opportunity for wealth managers to capitalise on client appetite for integrating ESG principles into their portfolios and furthermore to achieve sustainable goals through those investments

More brands, and wealth management is no exception, are turning to purpose to give their organisations direction and create more meaning for their clients, says John Clark, strategy director at global branding agency Coley Porter Bell

Family businesses hold a number of advantages over self-starter entrepreneurs, but they face additional hurdles

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

As wealth managers adapt to the ‘new normal’, what can they learn about digital transformation from e-commerce?   

The luxury hotel industry illustrates how efficient data capture can improve the client experience and why many customers prefer digital interaction