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Ian Woodhouse, Orbium Consulting Practice

Majority of private banking bosses reluctant to embrace change

The inherent conservatism of private bank leaders is holding back the evolution of business models, although a forward thinking minority are moving with the times

Victor Allende, CaixaBank

All change as CaixaBank adapts to the new normal

Coronavirus, digitalisation and ESG are just some of the issues private banks are having to face up to, says CaixaBank’s private banking boss, Victor Allende

PWM 1020 cover

Global Private Banking Awards 2020 - Analysis: Leading players rise to Covid challenge

PWM’s annual private banking awards sees those institutions which were already repositioning for a digital era able to adjust relatively quickly to a world dealing with coronavirus

Didier von Daeniken, Standard Chartered

Private View Blog: Helping clients get to grips with ESG

Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken

Jacobo Schatz, Northern Trust

Wealthy Latin Americans broaden investment horizons

The US is proving particularly popular with Latam individuals trying to insulate themselves against the Covid-19 pandemic and the volatility of local currencies

Apiramy Jeyarajah, Aviva Investors

Asset managers must modernise method and message to meet client expectations

As the coronavirus pandemic reshapes our working lives, asset managers must find new ways to interact with their clients, says Avia Investors’ Apiramy Jeyarajah

Shaunak Mazumder, Legal & General Investment Management

Racial diversity essential to securing the best staff and highest profitability

Companies which fail to actively promote diversity are not only missing out on high-quality staff, but are simply leaving money on the table

Ylva Baeckstrom

Diverse workforces key for private banks to unlock female clients' true potential

There is nothing wrong with male advisers, but female investors feel more empowered when dealing with other women

Sharmil Patwa, Opus Una Financial Services Consulting

Fintech on Friday: Robo-advisers and the future of financial planning

Robo-advisers must identify new revenue streams and find an efficient balance between automated services and human interaction if they are to become commercially successful

Teresa Parker, Northern Trust

Financial firms predict office will remain post-Covid business hub

Financial institutions will need to maintain a post-Covid physical office presence, even if the set-up changes, as many employees continue to work for part of the week from home

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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