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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

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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?

April Rudin WT Roundtable

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

Frédéric Rochat, Lombard Odier

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

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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.

Belinda Aspinall, Northern Trust

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

Claudio de Sanctis, Credit Suisse

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

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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

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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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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