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

Female investors are more attuned to social and environmental issues, but merely pushing products in their direction is not the way to meet their needs  

The wealth management industry in China is maturing, going beyond product pushing to offering a broader range of professional services, and catering to the extended family is now seen as a key consideration

Longer lifespans and increasing levels of wealth make women a key segment for private banks but most have a long way to go when it comes to addressing the needs of their female clients

Having ruled the roost at Julius Baer for almost a decade, eyebrows were raised when Boris Collardi signed up to run Pictet’s wealth management business. But will he be able to exert the same influence he enjoyed in his old role? 

Understanding clients' issues and offering them solutions is key to making headway in the family office field, believes Ahmed Husain from Lombard Odier Investment Managers

Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing 

The top private banks are all competing for the attentions of just a few thousand wealthy families, reveals Citi CEO Luigi Pigorini, whose bank has found success by targeting the upper echelons of that group