Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices
Wealth Management

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

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

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

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

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

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

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

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

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
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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