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Elisabeth Dana, Infinity Circle web
From Wealth Management / Business Models May 17, 2019

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

PWM 0419 cover
From Wealth Management / Business Models April 15, 2019

Impact investing blooms into life

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Thierry Derungs, BNP Paribas
From Wealth Management / Business Models March 29, 2019

Fintech on Friday: Emulating digitally native companies

Traditional banks are trying to recreate the flexibility of fintechs. The answer lies in people rather than technology

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

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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