It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees
Business Models

‘Global gorillas’ reach for the stars
Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?

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?

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

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

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

Banks battle to balance brand against brashness
Banks must convince clients they can make them money, but not be too brash about it

Customised future for asset management
Asset managers need to innovate and shift from products to solutions, which will require greater engagement with clients

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?

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