PWM gathered together an expert panel to discuss how far wealth managers have progressed in their digital journeys and identify the challenges they are likely to face going forward

The wealth management industry is split between large global banks and boutiques, but sitting between those two extremes creates plenty of opportunities, believes Lombard Odier’s Frédéric Rochat

The millennial generation provides a huge opportunity for those wealth managers able to win their custom, but traditional firms face serious competition from new challengers who are putting digital engagement at the heart of the client experience.

Both London and Luxembourg are central to Chicago-based Northern Trust’s overseas expansion plans, says its Emea family office boss Belinda Aspinall

Sustainable investing is a growing trend and some wealth managers have realised embracing it is a way to make themselves stand out

Entrepreneurs with a global outlook place huge importance on the relationships they build with private bankers, claims Credit Suisse’s Claudio de Sanctis

While the City of London comes to terms with the potential impact of Brexit, other centres sense a chance to expand their own financial services industries. But Swiss stalwarts Zurich and Geneva still have much to offer

James Chen has used the wealth generated by his family’s manufacturing business to invest in socially-enriching projects in poorer countries