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Jon Needham, Societe Generale Private Banking Hambros

Clients demand central place in new era of wealth management

Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?

Digital finance - Getty

Private banks must boost digital presence or lose out

The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations

Manuela D'Onofrio, Unicredit

Recognising the different demands of male and female clients

Female clients do not need bespoke products but want a private bank that is willing to listen and offer specific advisory services

Larke Riemer, Westpac

Banks missing a trick by ignoring women’s needs

Women represent one of the world’s largest banking markets but most banks remain unwilling or unable to service the unique needs of their female customers

Jim Prior, The Partners

Banks battle to balance brand against brashness

Banks must convince clients they can make them money, but not be too brash about it

Amin Rajan, Create

Customised future for asset management

Asset managers need to innovate and shift from products to solutions, which will require greater engagement with clients

Dena Brumpton, Citi Private Bank

Private banks scheduled for major surgery

As the dust continues to settle from the financial crisis, private banks are reworking business models to bring them in line with clients’ demands. But how drastic do the changes need to be and what role should technology play?

Dina de Angelo, Pictet Wealth Management

Gazing into the future of wealth management

The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?

PWM 1013 Cover

Seeking partners to help lift returns

PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured

Jim Prior, The Partners

Time for banks to reflect on branding

In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution

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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