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

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

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

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

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

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

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

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