Professional Wealth Managementt

Home / Wealth Management

RSS

Wealth Management

Benoit Legrand, ING web
From Wealth Management / Business Models March 15, 2019

Fintech on Friday: Why it takes blood, sweat and tears to foster an innovative mindset

The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand

Rémi Frank, BNP Paribas
From Wealth Management / Profiles March 13, 2019

BNP Paribas senses growth opportunities among Middle Eastern and German elites

The ‘key client’ group at BNP Paribas Wealth Management has found rich pickings in Asia and is now shifting attention to other markets, says its boss Rémi Frank

Tanvi Davda, Saranac
From Wealth Management / Private Banking February 28, 2019

Saranac start-up sees gap in bespoke solutions market

London-based Saranac claims to offer high net worth individuals a range of unconventional solutions

Bill Browder
From Wealth Management / Business Models February 27, 2019

Danske scandal should lead to renewed scrutiny of new clients

The scandal involving Russian billions which has enveloped Danske Bank reinforces the need for banks to have stringent due diligence procedures in place for identifying sources of clients’ funds

Ari Tatos, Stonehage Fleming
From Wealth Management / Business Models February 25, 2019

Catering to the new breed of global family

There are huge opportunities in servicing families with a global footprint, from managing their assets through to educating the next generation in financial matters 

Marina Lui, UBS
From Wealth Management / Profiles February 20, 2019

Hong Kong central to UBS plans for Greater Bay Area

Hong Kong’s connectivity will be key to opening up the wider region to international clients and markets, believes Marina Lui, head of China business at UBS Wealth Management

Michael Blake, UBP
From Wealth Management / Profiles December 17, 2018

UBP bets on Hong Kong hub to open up Asia

Many European banks have struggled to make headway in Asia but Mike Blake, who runs UBP’s operations in the region, is in expansionary mood

Frank Zhang, China AM
From Wealth Management / Private Banking December 17, 2018

Asian wealth management industry comes of age

Private banks active in Asia must contend with turbulent markets and ongoing recruitment problems in their quest to forge deeper relationships with clients

Lee Wong, Lombard Odier
From Wealth Management / Family Offices December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

PWM 1218 cover
From Wealth Management / Private Banking December 17, 2018

Banking brands battle to stand out from the crowd

It remains difficult to differentiate between private banks and what they offer clients. In a fragmented marketplace, the rewards for those players able to get their branding strategy right could be considerable 

Latest PWM video

Any financial centre aiming to attract rich clients needs expertise, experience and a body of legislation relate to trusts and wealth structuring. Jersey has all of these advantages and remains one of the premier jurisdictions for setting up trusts and foundations

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2019