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Time for asset managers to really get to know their clients

Investor education is already a focus for wealth managers. The asset management industry needs to raise its game

Chingyee Yau, HSBC Private Banking

Private banks enable women to invest with confidence

Women tend to be less confident investors than their male counterparts, and although this should be addressed by wealth managers, it has not necessarily detracted from performance

Risk to resilience: wealth in an era of volatility

Wealthy individuals are conscious of having to prepare for the unexpected, though many possess an incomplete understanding of risk profiling and processes. Their advisers need to bridge this gap

Why mum and dad don't always know best when it comes to money

High net worth individuals are happier turning to relatives for financial education rather than to wealth managers, though most agree more formal initiatives are beneficial

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Time for advisers to head back to school

Relationship managers must re-educate themselves to cope with new regulations and commercial considerations

Fares Mourad, Bank Sarasin

Time to show faith in Islamic finance

Private banks have been slow to explore the opportunities that Islamic finance could offer, but there are signs this is starting to change

Harry Huerzeler, Swiss Finance Institute

Steps towards a gold-plated career in private banking

Today’s private bankers must devote time and resources to building enduring relationships with their clients while always keeping an eye on changing regulations

Oscar Di Montigny, Mediolanum

Mediolanum determined to pass on family values

In order to prevent rivals poaching staff, Mediolanum decided any new training programme had to be “legendary”. Oscar Di Montigny is the man in charge of the result, a corporate university, and he talks to Yuri Bender

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Educating advisers

Clients’ experiences during the financial crisis can form part of a crucial learning curve, writes Elisa Trovato, while the changing economic climate is also providing opportunities for the region’s smaller banks

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.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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