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Malik Sarwar, Global Leader Group

The lessons learned from SVB and Credit Suisse

The global financial system remains brittle, but steps can be taken to make it more resilient, writes Malik Sarwar

Nneka Orji, Alvarez & Marsal

How to close the wealth gap between men and women

Women tend to invest less than men and are less likely to occupy senior wealth management roles. But this can change, argues Nneka Orji from Alvarez & Marsal

Mariam Rassai, BNP Paribas Wealth Management

BNP Paribas embraces external expertise to fulfil digital ambitions

Mariam Rassai, head of digital transformation and data at BNP Paribas Wealth Management, explains how strategic partnerships are key to improving the client experience

PWM cover 1222

Rebuilding the wealth management business model

Although popular with clients, the long-standing ‘one bank’ business model is no longer ubiquitous, with boutique firms also starting to shine

Credit Suisse GET

Can Credit Suisse ‘shape-shift’ its way to survival?

The Swiss stalwart has undergone myriad structural changes but a cultural transformation is equally important

Victoria Papworth, Coutts

All in the mind: dealing with private clients’ mental burdens

Wealthy individuals are not immune from struggles with their emotional wellbeing, with unprepared recipients of sudden wealth particularly vulnerable

Helen Westropp

Strong branding means getting serious about sustainability

Customers now expect companies to be able to show how they are working for the good of society and the planet, and those merely paying lip-service are quickly found out

Ian Woodhouse, Accenture

Reinventing business models for the benefit of advisers, clients and firms alike

If wealth managers are to achieve future growth and value, both the client and adviser experience needs to evolve

Gold Pyramid Getty  HUIZENG HU

Lower tiers of wealth pyramid a potential goldmine for wealth managers

Wealth managers will need to reduce costs and build scalable business models to successfully tap into the less affluent client segments

Cristoph Courth, Pictet

Compounding crises keep Pictet’s philanthropy unit on its toes

Uncertainty caused by the pandemic, geopolitical crises and climate change mean philanthropists are more in need of advice than ever

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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