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Victor Matarranz, Banco Santander

Santander strives to strike balance between global reach and local presence

Victor Matarranz, global head of wealth management and insurance at Banco Santander, reports how the bank’s new business model is working out and looks ahead to a post-pandemic future

Harry Burnham, Raymond James

Private View Blog: Investing across the generation gap

If wealth managers embrace the opposing world views of people in different stages of life then they will ultimately provide a more well-rounded service to all clients, argues Harry Burnham from Raymond James

Joseph Poon, DBS

Fintech on Friday: Private banks utilise technology to tempt younger generations

Millennials may be sceptical of private banks and financial advisers, but a digital approach may yet win them over

Azamat Sultanov, Fortu Wealth

Fintech on Friday: A digital private bank for the millennial generation

Fortu Wealth aims to become a digital private bank for high net worth millennials, believing this to be a group disillusioned by more traditional wealth management offerings

Philip Watson, Citi Private Bank

High touch and high tech go hand-in-hand at Citi

Citi Private Bank’s innovation supremo Philip Watson has long believed in the ability of technology and data to transform private banking, but also that human interaction will remain vital

Candidate search

Asia’s drive to digital sparks bidding war for tech talent

To succeed, wealth management firms will need to take a hybrid approach of ‘tech touch’ and ‘high touch’ to meet client needs

Yuri Bender web

Private View Blog: How the Bill and Melinda story transformed wealth management

Whether through their philanthropic foundation or through the idea of investing with purpose, Bill and Melinda Gates provided an example to private banks and family offices

Steve Meyer

Fintech on Friday: Pandemic prompts relationship re-think

Covid-19 has changed the way both businesses and individuals interact with each other, says SEI’s Steve Meyer, though important as has technology has become, the personal side cannot be ignored

William Woodson, Boston Private

Private View Blog: Don’t blame family offices for sins of the individual

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

Zeynep Hizir, SS&C Technologies

Fintech on Friday: Why intelligent automation can lead to a better client experience

By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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