The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Traditional banks are trying to recreate the flexibility of fintechs. The answer lies in people rather than technology

The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand

The ‘key client’ group at BNP Paribas Wealth Management has found rich pickings in Asia and is now shifting attention to other markets, says its boss Rémi Frank

London-based Saranac claims to offer high net worth individuals a range of unconventional solutions

The scandal involving Russian billions which has enveloped Danske Bank reinforces the need for banks to have stringent due diligence procedures in place for identifying sources of clients’ funds