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Editor's Analysis

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Wealth managers guilty of a case of mistaken identity

Private banks have frequently got it wrong in their approaches to expanding their client base. Improving the diversity of their workforces would be a good first step to putting things right

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Succession planning lets banks play generation game

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

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Wealth managers must not forget their physical roots

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

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Automating ESG investment will be no walk in the park

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

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‘Wreckers’ left stranded by need for new morality

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

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Don’t expect ‘boutique wave’ to wash away the big boys

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 

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The bold, the brilliant and the brave

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

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Top dogs take fresh approach to investment and technology

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 

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It is wise to be wary of the buyout ‘Barbarians’

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

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Private banks must embrace data to complete cultural shift

As technology transforms private banks, leaders must ensure that data is always at the core of their digital rebuilds

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