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Ian Woodhouse, Accenture

Reinventing business models for the benefit of advisers, clients and firms alike

If wealth managers are to achieve future growth and value, both the client and adviser experience needs to evolve

Hubert Keller, Lombard Odier

Lombard Odier bets on sustainability and alternatives to navigate economic transformation

Hubert Keller, transitioning to the role of senior managing partner at Lombard Odier, is determined to boost exposure to private markets and hedge funds, while adding a sustainable flavour to the product suite

Gold Pyramid Getty  HUIZENG HU

Lower tiers of wealth pyramid a potential goldmine for wealth managers

Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments

Cristoph Courth, Pictet

Compounding crises keep Pictet’s philanthropy unit on its toes

Uncertainty caused by the pandemic, geopolitical crises and climate change mean philanthropists are more in need of advice than ever

Cara Williams, Mercer

Financial firms prepare for changing of generational guard

Having an open and frank discussion about investment objectives is a key part of successful succession planning

Massimo Doris, Mediolanum

Mediolanum’s multi-channel approach stands test of time

The Italian firm believes younger cohorts of clients will come to appreciate its advice-led business model

Catherine Keating, BNY Mellon

Bankers should be pillars of society believes BNY Mellon

BNY Mellon’s Catherine Keating feels a huge sense of fulfilment in helping families reach their investment goals and says this need for advice is only going to increase 

Natalie Wolfsen, AssetMark

New investors seek help in navigating choppy waters

Volatile markets mean investors are desperate for advice, creating opportunities for wealth managers

Schuyler Weiss, Alpian

Fintech on Friday: A Swiss private bank in the palm of your hand

Digital private bank Alpian is targeting the mass affluent segment with a client-centric business model

Petra Posnikova, VAR Capital

Private View Blog: Wealthy women don’t require special treatment

Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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