There are huge opportunities in servicing families with a global footprint, from managing their assets through to educating the next generation in financial matters
Wealth Management

Catering to the new breed of global family

Hong Kong central to UBS plans for Greater Bay Area
Hong Kong’s connectivity will be key to opening up the wider region to international clients and markets, believes Marina Lui, head of China business at UBS Wealth Management

UBP bets on Hong Kong hub to open up Asia
Many European banks have struggled to make headway in Asia but Mike Blake, who runs UBP’s operations in the region, is in expansionary mood

Asian wealth management industry comes of age
Private banks active in Asia must contend with turbulent markets and ongoing recruitment problems in their quest to forge deeper relationships with clients

ESG and private equity dominate Far Eastern family forum debate
Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners

Banking brands battle to stand out from the crowd
It remains difficult to differentiate between private banks and what they offer clients. In a fragmented marketplace, the rewards for those players able to get their branding strategy right could be considerable

Damage limitation: how to stop setbacks becoming fatal
Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it

Taking a leaf out of the luxury sectors’ playbook
Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials
Time for asset managers to really get to know their clients
Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

Fintech on Friday: Clients crave comfort of human touch in volatile times
Even robo-advisers have recognised that clients need an element of human interaction when it comes to managing their wealth
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (December 2020 - January 2021)
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