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
Wealth Management

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?

Private banks slow to unleash transformative power of tech
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

Lombard Odier more than happy to occupy middle ground
The wealth management industry is split between large global banks and boutiques, but sitting between those two extremes creates plenty of opportunities, believes Lombard Odier’s Frédéric Rochat

Traditional wealth managers face uphill struggle to win over millennials
The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

Northern Trust sets sights on Europe and Middle East
Both London and Luxembourg are central to Chicago-based Northern Trust’s overseas expansion plans, says its Emea family office boss Belinda Aspinall
Wealth managers go green to make an impact with next generation
Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

Credit Suisse finds rich pickings among global entrepreneurs
Entrepreneurs with a global outlook place huge importance on the relationships they build with private bankers, claims Credit Suisse’s Claudio de Sanctis

Private banking centres face up to compliant future
While the City of London comes to terms with the potential impact of Brexit, other centres sense a chance to expand their own financial services industries. But Swiss stalwarts Zurich and Geneva still have much to offer

Putting a family fortune to work for the greater good
James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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