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Editor's Analysis

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Berlin witnesses passing of investment baton

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 

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Panama fallout leaves banks in deep water

The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope

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Silver lining to cloud over private banking

UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking

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Innovation part of wider move out of the shadows

Private banks talk a good game about technological transformations but many are just tinkering rather than truly innovating

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Banks must embrace both man and machine

The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers

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London calling as private banks connect with the future

The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond

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Local banking scene not enough for ‘national champions’

As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow

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No easy wins for those galácticos still in wealth management game

Boutique banks, global players and the new robo-advisers are all scrapping for a share of the world wealth pie. Can all prosper?

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Will fortune favour the bold global investor?

Adventurous investors can certainly expect to find opportunities in those regions contributing to global instability

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Modern portfolios cry out for a touch of spice

Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients

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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