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Helen Westropp
From Wealth Management / Private Banking December 17, 2018

Damage limitation: how to stop setbacks becoming fatal

Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it

Gucci
From Wealth Management / Private Banking December 17, 2018

Taking a leaf out of the luxury sectors’ playbook

Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials 

From Wealth Management / Education November 19, 2018

Time for asset managers to really get to know their clients

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

Mouhammed Choukeir, Kleinwort Hambros
From Wealth Management November 16, 2018

Fintech on Friday: Clients crave comfort of human touch in volatile times

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

Peter Charrington, Citi
From Wealth Management / Private Banking November 8, 2018

Citi’s success reflects a changing of the guard

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

Josef Stadler, UBS
From Wealth Management October 31, 2018

China drives global billionaire wealth to new highs

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

Portfolio management teaser
From Wealth Management October 12, 2018

Time for a new breed of portfolio management tool

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

From Wealth Management / Business Models September 10, 2018

Can we really afford to spend 100 years closing the gender pay gap?

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

PWM 0818 cover
From Wealth Management / Business Models August 22, 2018

Banks seek ways to cover cost of legislative headwinds

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

PWM 0818 cover
From Wealth Management / Business Models August 22, 2018

Reacting to an avalanche of regulation

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?

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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