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Private asset nirvana clouded by recent hedge fund history

Leading private banks are scrambling to boost their private equity operations, claiming the hard-to-reach asset class will give clients the returns they need, and bring in healthy fees to boot. But haven’t we seen this all before, back when structured products and hedge funds were all the rage?

Najib Razak

Cross-border 1MDB probes shine light on AML compliance

Most private banks have taken anti-money laundering obligations seriously and as the ongoing 1Malaysia Development Berhad scandal shows, the penalties for falling foul of regulations are severe

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Wealth managers must leverage trusted adviser status to grow

Clients tend to be loyal to their wealth managers and would recommend them to others. Firms must make more of this in a Covid-ravaged world

Tom Naratil, UBS

UBS co-heads strive to combine tradition and innovation

The drive by co-presidents Iqbal Khan and Tom Naratil to put digital at the heart of UBS's wealth management offering has been given a boost by Covid-19, but both insist human interaction remains vital

Doug Fritz, F2 Strategy

Fintech on Friday: Has wealth digitally delivered during the pandemic?

Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice

Mark Syz, Banque Syz

Investors expect pandemic to create vintage private equity opportunities

Private banks, who were already promoting private equity before Covid-19 hit, now see even more opportunities in the sector as a result of depressed company valuations

Joseph Poon, DBS

Coronavirus volatility lays bare generational split towards investing

While older investors remained relatively calm during the market fluctuations earlier this year, younger clients required more reassurance from wealth managers

David Durlacher, Julius Baer

Julius Baer embraces digitalisation and data to transform client experience

Private banks will only survive if they adopt new ways of doing business, believes David Durlacher, CEO of Julius Baer International

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Swiss wealth management needs more than tradition to stay on top

The Swiss wealth management industry is facing numerous challenges and must do more to embrace digital solutions if it is to remain the market leader

Simran Kang

Fintech on Friday: Time for family offices to embrace technology and flourish in the modern world

Many family offices have been slow to adopt the latest digital solutions but they must if they are to remain relevant to a younger client base

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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Global Private Banking Awards 2022

PWM Digital Edition (December 2022 - January 2023)

Wealth Tech Awards 2023

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