Wealthy individuals are expected to play an increasingly large part in funding welfare projects, and will be looking for expert advice to help guide their donations
Wealth Management
Growth of philanthropy offers wealth managers a supporting role
Growing the family business
As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

Victoria out to ensure private clients are not caught offside
A private investment office can serve clients by bridging the gap between asset and wealth management, explains Victoria’s Phillip Russell
Multi-family offices thriving in tough times
As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

Pictet senses opportunity knocks in a resurgent US
Pictet’s CIO, Yves Bonzon, explains why he sees any global recovery coming from across the Atlantic rather than from Asia, and how asset allocation at the bank is now driven by strategic and risk factors

HSBC hedges its bets by staying agile
Peter Rigg explains how HSBC is reacting to today’s uncertain environment by keeping its hedge funds as liquid as possible

UBS’ integrated model a permanent fixture
The integrated business model favoured by UBS is well suited to the needs of Asia’s rich entrepreneurs, argues wealth management chief Kathryn Shih

Swiss scandals could signal end of an era
The scandal surrounding the Hildebrands may mark a watershed in the relationship between Swiss bankers and politicians

First State takes aim at European heartlands
First State’s Gary Withers explains how one of the group’s priorities is enticing existing clients into specialist products such as infrastructure and real estate funds

UniCredit to refocus on what it does best
UniCredit’s new private banking chief, Helmut Bernkopf, is seen as a safe pair of hands to guide the bank back towards its core markets
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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