While connecting with the next generation of clients is a way to retain assets over the long term, the banks that successfully engage with this group will be those to approach them in a sincere and focused way

While wealth managers need to embrace huge changes taking place in the social and technological spheres, they should not forget the importance of face-to-face advice

Keen to leverage their ethical and technological expertise, many private banks are promising to make ESG investing available through digital channels. But the challenges of providing this should not be underestimated

Leaders in the wealth management industry are facing the most challenging period of their lives. To successfully overcome these hurdles, they will need to prove they can be flexible

The smaller shops may be able to steal clients away from the larger wealth managers, but remain very much part of the big bank ecosystem 

Many key trends have transformed private banking over the past two decades, but some talented individuals have provided the impetus for change 

The top gongs in PWM’s Global Private Banking Awards went to those banks which displayed innovative thinking towards portfolio management and in the digital arena, while scandals still plague the industry 

Private equity was once seen as the domain of aggressive raiders, but now has a cloak of respectability with private banks recommending clients boost allocations. They should do so with their eyes wide open