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

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

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

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

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

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 

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

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