Whether through their philanthropic foundation or through the idea of investing with purpose, Bill and Melinda Gates provided an example to private banks and family offices

Covid-19 has changed the way both businesses and individuals interact with each other, says SEI’s Steve Meyer, though important as has technology has become, the personal side cannot be ignored

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies

PWM’s latest research finds leaders overwhelmingly believe they must govern with a strong moral compass and lead by example, while following a clear long-term strategy

ABN Amro’s Choy-Lin van der Hooft-Cheong discusses plans to boost business in the group’s core European markets and the continued importance of face-to-face relationships

Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

Leaders across financial services firms are determined to build more diverse workplaces although many are frustrated by the progress