High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

Paloma Piqueras, head of  BBVA Asset Management, explains how technology is central to boosting client relationships, but admits getting conservative Spanish investors to take on more risk can be a challenge 

Having initially dismissed robo-advice as a passing fad, established wealth managers are now taking the threat seriously. But it is not just a case of copying the start-ups, rather marrying digital advances with a human touch

Low fees charged by robo-advisers are especially tempting to investors in an era of low returns. But are these online platforms able to meet complex needs of high net worth individuals?

A move away from the one bank model, whereby wealth management divisions subsidise investment banking divisions, could well be on the cards, while firms have yet to get to grips with technology

Gina Miller’s legal challenge against the government’s handling of Brexit has come at a heavy cost to her personally and the SCM Private firm she runs with her husband

The transformation of Indosuez Wealth Management, which has become the global wealth management brand of the Crédit Agricole group, has meant reducing AuM and streamlining its offering, but the result is a more nimble bank better suited to the new era of private banking, believes CEO Paul de Leusse

Robo-advisers and cyber crime both pose real challenges to the wealth management industry, although the digital revolution could also mean a new pipeline of clients