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Asian digital window
From Wealth Management / Business Models January 5, 2022

Asian wealth management clients desire both digital delivery and customer service

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

PWM 20 year cover
From Wealth Management / Private Banking December 15, 2021

Looking back at 20 years of change in private banking

The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise  

Dina de Angelo, Pictet Wealth Management
From Wealth Management / Private Banking December 15, 2021

Evolution of the private banker in the 21st century

Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker 

Andrew Catterall, JP Morgan
From Wealth Management / Business Models December 15, 2021

Private banking moves from paper trails to personalised service

Technology has transformed the adviser-client relationship, although the journey still has a long way to run with advances in AI and big data in their early stages

Amy Lo, UBS
From Wealth Management / Business Models 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 Wealth Management / Business Models 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

David Lawrence, Kingswood
From Wealth Management / Private Banking November 23, 2021

Kingswood continues pursuit of ambitious growth plans

The London-headquartered firm is looking for acquisitions in both its home market and overseas

PWM-Private-Banking-Awards-2021-Logo_Master
From Wealth Management / Private Banking November 4, 2021

Global Private Banking Awards 2021: Winners' profiles

This year’s record number of winners (65), the highest since the global private banking awards programme started in 2009, is a clear indication of private banks’ increased focus on client needs and their ability to innovate

PWM 1021 cover
From Wealth Management / Private Banking November 4, 2021

Global Private Banking Awards 2021: Top tier towers over competition

With clients demanding expertise in areas such as ESG, alternatives and technology, PWM’s awards celebrate success for those banks which stay one step ahead 

Philipp Rickenbacher, Julius Baer
From Wealth Management / Profiles November 3, 2021

Julius Baer fleet of foot in era of monumental change

The digital revolution, Covid-19 and the changing nature of Swiss private banking are just some of the challenges facing Julius Baer’s CEO, Philipp Rickenbacher

Amundi's Pascal Blanqué talks to PWM about the changing macroeconomic picture and how it is influencing investors' asset allocations

 

Global Private Banking Awards 2021

PWM Digital Edition (December 2021 - January 2022)

Wealth Tech Awards 2021

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