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
Wealth Management

Santander strives to strike balance between global reach and local presence

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

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

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

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

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

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

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

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

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
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
Join our community
|
|
|
|
|
