Wealth managers should ensure their business models are suitable for the next generation of clients rather than trying to tailor them for women, argues Petra Posnikova, investment director at Var Capital

M&G Wealth’s David Montgomery believes the stability associated with its name will allow the new enterprise to flourish

Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise  

Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker 

Technology has transformed the adviser-client relationship, although the journey still has a long way to run with advances in AI and big data in their early stages

Private banks need to engage with the next generation of potential clients much earlier and do so with a workforce this segment can relate to

Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market