Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning

Charitable money is able to take risks other forms of capital cannot and can be even more effective when wealthy donors work together

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle 

Wealth managers have made great strides towards digitalisation and sustainable investing, but much more needs to be done if they are to attract and retain millennials as clients

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing