The wealth management industry in China is maturing, going beyond product pushing to offering a broader range of professional services, and catering to the extended family is now seen as a key consideration

Longer lifespans and increasing levels of wealth make women a key segment for private banks but most have a long way to go when it comes to addressing the needs of their female clients

Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing 

Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability

The end of secrecy-led services led private banks to put portfolio management at the heart of business models. But a new generation of clients is demanding a much broader range of services from their wealth managers 

The digital revolution is impacting all industries, and wealth management is no different. The good news is that many are embracing this new era, despite the many challenges it poses

Many wealthy families are finding it useful to bring in external advisers to help them formulate plans for succession and identify transitional challenges 

Improving the client experience is at the heart of wealth managers’ digital strategies, with a belief that combining cutting edge technology with human expertise will meet their ever more demanding expectations