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

The preferred partner model, whereby private banks source their product menu from a small number of asset managers, is gaining traction 

Staying relevant in an ever-evolving and competitive market requires advisers to play several different roles 

A merger may enable asset managers to cut costs, but the most successful collaborations are those which bring together complementary capabilities