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Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Taras Chaban, Sybenetix

Digital revolution needs more than lip service to become reality

Wealthy individuals tend to be extremely tech-savvy, yet the vast majority of financial service providers have been too slow in their adoption of digital technology. Leadership from the very top is required to push through the necessary changes

Jessica Donohue, State Street

Keep humans at heart of fintech, warns State Street

Banks can learn a lot from successful companies in other industries which put customer experience at the heart of their business models, believes State Street’s Jessica Donohue

Kelly Coffey, JP Morgan

Combining tech tools with private relationships

In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms 

Tracey Warson, Citi Private Bank

Silicon Valley extends deep into US wealth management

New York may be the centre of the financial industry in the US, but regional variations mean the biggest banks need a physical presence across the country to cater to clients, as well as overseas if they have global ambitions

Jose Fuentes, Citi Private Bank

Local Latin American banks seize chance as turmoil engulfs region

Latin America’s richest individuals have seen their wealth hit hard by drops in commodity prices, while many international banks have reduced their footprint or backed out of the region entirely

Christian Edelmann, Oliver Wyman

Financial world in flux following EU poll upset

While banks fear that access to EU talent may be restricted in the post-Brexit landscape, some wealthy clients have already sensed a buying opportunity amid the uncertainty

Santo Borsellino, Generali Investments

External assets central to Generali’s expansion drive

Generali Investments’ chief executive Santo Borsellino made growing the Italian firm’s third party business a “key priority” when he took control in 2013. So far the decision has paid off

Fabio Innocenzi, UBS

Milan ripe for a private banking renaissance

With half of all Italian private wealth managed by retail banks there is huge potential for private banks to expand domestically

Craig Arenhold, StatPro South Africa

Best to invest overseas warn South Africa’s wealth managers

South Africa’s private banks may excel in their use of technology, but the country itself faces myriad economic and political problems

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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Global Private Banking Awards 2023

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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