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Elisabeth Dana, Infinity Circle web

Fintech on Friday: Hybrid models key to successful evolution of digital wealth management

Classical wealth management is due for a major shake-up, believes Elisabeth Dana, CEO of Infinity Circle, but clients will always want a physical relationship to complement the new electronic platforms

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Impact investing blooms into life

Investors are increasingly seeking to create a positive impact on society and the environment through their investment activities. Can private banks help turn this desire into reality?

Thierry Derungs, BNP Paribas

Fintech on Friday: Emulating digitally native companies

Traditional banks are trying to recreate the flexibility of fintechs. The answer lies in people rather than technology

Benoit Legrand, ING web

Fintech on Friday: Why it takes blood, sweat and tears to foster an innovative mindset

The key to instilling an innovative culture at the heart of a bank is to do things from the customers’ point of view, believes ING’s chief innovation officer, Benoit Legrand

Bill Browder

Danske scandal should lead to renewed scrutiny of new clients

The scandal involving Russian billions which has enveloped Danske Bank reinforces the need for banks to have stringent due diligence procedures in place for identifying sources of clients’ funds

Ari Tatos, Stonehage Fleming

Catering to the new breed of global family

There are huge opportunities in servicing families with a global footprint, from managing their assets through to educating the next generation in financial matters 

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Banking brands battle to stand out from the crowd

It remains difficult to differentiate between private banks and what they offer clients. In a fragmented marketplace, the rewards for those players able to get their branding strategy right could be considerable 

Helen Westropp

Damage limitation: how to stop setbacks becoming fatal

Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it

Gucci

Taking a leaf out of the luxury sectors’ playbook

Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials 

Can we really afford to spend 100 years closing the gender pay gap?

Women working in financial services tend to be paid considerably less than their male counterparts and struggle to break through the glass ceiling, despite evidence showing that companies with more women in senior roles do better

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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