Interest in sustainable and impact investing is soaring, particularly among millennials and women, but the range of products and services on offer in this arena requires further development
Wealth Management

Lick of paint not enough to save private banks
Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Greek shipping magnates navigate choppy waters
Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

JP Morgan investment bank takes seat at family table
JP Morgan’s investment and private banking divisions are collaborating to serve family offices, explains Milena Grayde, who heads up a new team targeting this lucrative market

Old and new: the rise of the hybrid proposition
Wealth managers are warming to the idea of hybrid business models, which mix personal advice with digital offerings

Fintech on Friday: Technology allowing wealth managers to move into mainstream
Servicing the retail market with high-tech offerings is a huge opportunity for wealth managers, but humans will remain vital in managing client relationships, believes Objectway's Luigi Marciano
Client-centric business models help performance rocket
Integrated business models which are aligned with client needs are more likely to boost assets under management and wealth manager’s profits

UBS sees chance to add colour to family office picture
No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari

Asian private banks struggle to bridge talent gap
Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks

Private banks enable women to invest with confidence
Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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