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Consultants' Corner

Hong Kong - Getty

Asia’s personnel problems approach crisis point

Unless the number of quality relationship managers in Asia increases, private banks are likely to put greater resources into digital alternatives

Digital finance - Getty

World’s wealthy switch on to digital finance

Wealthy individuals are placing ever more importance on digital technology in managing their financial affairs, but trusted advisers still have a role to play

Swiss banks reeling as US tax deal begins to bite

Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities

Wealth managers fail to match clients' changing objectives

Wealthy clients often swap managers when undergoing a lifestyle change, suggesting advisers are not doing enough to adapt

Credit Suisse offloads German operations

The sale of Credit Suisse’s private banking operations in Germany has come as something of a surprise, but the country remains a tough nut for foreign banks to crack

Global players find place for Africa on investment map

Africa’s economic growth is attracting global investors, while wealth managers are seeking business among its HNW population

Catherine Tillotson

Investors call for tailored Asia Pacific proposition

Wealthy individuals in the Asia-Pacific region have different needs and demands to clients in the rest of the world, and managers need to offer them tailored solutions

Malaysia determined to lead world in Islamic finance

Malaysia appears well positioned to become the world’s leading provider of Islamic finance, with its market in sukuk bonds the jewel in the country’s crown

Wealth management industry successfully adapts to complex conditions

Last year saw signs of recovery in the wealth management industry while the business models of pure players and diversified firms have grown increasingly distinct

Swiss moves over bank secrecy could go global

Switzerland’s suspension of secrecy laws suggests global cooperation over tax strategy is possible, but wealth managers need to raise their game if they are to guide clients through this new world

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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