Even robo-advisers have recognised that clients need an element of human interaction when it comes to managing their wealth

US banks are enjoying a renaissance, believes Citi’s private banking boss Peter Charrington, as they have been quickest to adapt their business models to the post-financial crisis world

Entrepreneurship and the growing emergence of China were the biggest drivers of global billionaire wealth in 2017, which has reached almost $9tn

A new generation of portfolio management tools are now available which sit on top of wealth managers’ existing systems but offer more flexible and focused capabilities

Women working in financial services tend to be paid considerably less than their male counterparts and struggle to break through the glass ceiling, despite evidence showing that companies with more women in senior roles do better

Private banks have come up with a number of ways to try to boost revenues in the face of increased regulation, including adopting a more disciplined investment approach and increasing productivity through digitalisation

Private banks have increased their legal and compliance teams to deal with new regulations and the cost has led to some consolidation. But does technology offer a different solution?

PWM gathered together an expert panel to discuss how far wealth managers have progressed in their digital journeys and identify the challenges they are likely to face going forward