Investment bankers used to call the shots, with private banking and asset management seen as little more than diversifiers. But times have changed, and as banks redraw business models, wealth management divisions are being placed front and centre

The end of secrecy-led services led private banks to put portfolio management at the heart of business models. But a new generation of clients is demanding a much broader range of services from their wealth managers 

The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses

Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges 

Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations

With government bonds and real estate looking less attractive, the time is right for robo-advisers to step in and offer something a little different to Italian investors, believes Mario Bortoli, CEO of digital wealth manager Euclidea 

Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry

Fund selectors claim brand is unimportant, with the manager, investment process and anticipated returns all higher on the agenda