The Swiss wealth management industry is facing numerous challenges and must do more to embrace digital solutions if it is to remain the market leader
Europe
From
Financial Centres
/ Europe
/ Switzerland
June 24, 2020
Swiss wealth management needs more than tradition to stay on top
From
Financial Centres
/ Europe
/ Poland
October 28, 2019
How leading Polish private banks have become clients’ trusted partners
Although still fairly new by European standards, the Polish private banking sector is proud of its 25-year-long history. But things have changed since it all started in the early 1990s and the offer is much closer to Swiss and British private banks’ than you may think, writes Krzysztof Bratos, Head of Private Banking, mBank
From
Financial Centres
/ Europe
/ Luxembourg
August 22, 2019
Luxembourg strikes balance between stability and innovation
The combination of a stable base and a forward-thinking mindset bode well for Luxembourg’s future as a financial centre
From
Financial Centres
/ Europe
/ Luxembourg
April 28, 2015
Luxembourg sets sights on upper reaches of wealth ladder
Whereas Luxembourg was once seen as a tax haven for mass affluent individuals, changes in the regulatory landscape have led the Grand Duchy to raise the bar on the type of clients it attracts
From
Financial Centres
/ Europe
/ Ukraine
March 21, 2014
Russian incursion felt far beyond Ukraine’s borders
The economic fallout of Russia’s actions in Ukraine will affect not only individuals and businesses in the two countries, but global financial centres
From
Financial Centres
/ Europe
April 8, 2013
Guernsey extols the benefits of island life
Although it boasts a thriving private equity industry, Guernsey must lessen its dependence on UK-sourced business and diversify into other areas if it is to prosper
From
Financial Centres
/ Europe
/ Switzerland
February 27, 2013
Structural shifts imply Swiss focus is overseas
Pictet and Lombard Odier’s new structures will limit partners’ liabilities, but also boost their international ambitions
From
Financial Centres
/ Europe
September 26, 2012
Making the case for private banking in Switzerland and Singapore
François Reyl, CEO of Reyl and Cie (left) and Lombard Odier’s Vincent Duhamel discuss what the future holds for private banking in Switzerland and Singapore
From
Financial Centres
/ Europe
/ Russia
February 28, 2012
Russia's financial community readies itself for change
Russia’s financial community is calling out for the introduction of badly-needed reforms, but will Vladimir Putin’s government listen?
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (June/July)
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