As investment opportunities become ever more global, private banks and multi-family offices seek to broaden jurisdictional capabilities and expand their range of services

As international banks exit Latin America, private clients are being badly treated in the fallout. Can local players fill the gap?

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Wealthy individuals tend to be extremely tech-savvy, yet the vast majority of financial service providers have been too slow in their adoption of digital technology. Leadership from the very top is required to push through the necessary changes

Banks can learn a lot from successful companies in other industries which put customer experience at the heart of their business models, believes State Street’s Jessica Donohue

In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms 

New York may be the centre of the financial industry in the US, but regional variations mean the biggest banks need a physical presence across the country to cater to clients, as well as overseas if they have global ambitions

Latin America’s richest individuals have seen their wealth hit hard by drops in commodity prices, while many international banks have reduced their footprint or backed out of the region entirely