Professional Wealth Managementt

Home / PWM20

RSS

Amy Lo, UBS
From PWM20 December 15, 2021

Banks must evolve to connect with the clients of tomorrow

Private banks need to engage with the next generation of potential clients much earlier and do so with a workforce this segment can relate to

Eric Syz, Banque Syz
From PWM20 December 15, 2021

Size isn’t everything as Syz revels in boutique status

Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market

Didier Duret
From PWM20 December 2, 2021

Private View Blog: How three global crises ended investors’ free lunches

It has become harder to generate returns and manage portfolio risk, but innovative solutions can bring success, argues Didier Duret

Now in their fifth year, the PWM Wealth Tech Awards recognise the prominent role of technology in private banking.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (June/July 2022)

Wealth Tech Awards 2022

Join our community