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Victor Matarranz, Banco Santander
From Wealth Management / Private Banking July 19, 2021

Santander strives to strike balance between global reach and local presence

Victor Matarranz, global head of wealth management and insurance at Banco Santander, reports how the bank’s new business model is working out and looks ahead to a post-pandemic future

Azamat Sultanov, Fortu Wealth
From Wealth Management / Private Banking June 25, 2021

Fintech on Friday: A digital private bank for the millennial generation

Fortu Wealth aims to become a digital private bank for high net worth millennials, believing this to be a group disillusioned by more traditional wealth management offerings

PWM 0421 cover
From Wealth Management / Private Banking April 22, 2021

Private banks swarm around family office honey pot

Private banks are setting up specialist teams to target the growing number of family offices, but must better align their structures to accommodate this demanding client segment

Yuri Bender web
From Wealth Management / Private Banking March 18, 2021

Private View Blog: Citi's reshuffled leadership hopes to pull ahead of rivals

Citigroup’s new CEO Jane Fraser sees rich pickings in the high net worth space but does it have the adviser numbers to carry it off?

Vincent Lecomte, BNP Paribas
From Wealth Management / Private Banking December 16, 2020

BNP Paribas puts faith in tech and sustainability

Vincent Lecomte, CEO of BNP Paribas Wealth Management, insists that in order to provide a comprehensive service to clients it is necessary for all parts of the bank to pull together

Ian Woodhouse, Orbium Consulting Practice
From Wealth Management / Private Banking November 24, 2020

Majority of private banking bosses reluctant to embrace change

The inherent conservatism of private bank leaders is holding back the evolution of business models, although a forward thinking minority are moving with the times

PWM 1020 cover
From Wealth Management / Private Banking November 5, 2020

Global Private Banking Awards 2020 - Analysis: Leading players rise to Covid challenge

PWM’s annual private banking awards sees those institutions which were already repositioning for a digital era able to adjust relatively quickly to a world dealing with coronavirus

Najib Razak
From Wealth Management / Private Banking August 19, 2020

Cross-border 1MDB probes shine light on AML compliance

Most private banks have taken anti-money laundering obligations seriously and as the ongoing 1Malaysia Development Berhad scandal shows, the penalties for falling foul of regulations are severe

Tom Naratil, UBS
From Wealth Management / Private Banking August 5, 2020

UBS co-heads strive to combine tradition and innovation

The drive by co-presidents Iqbal Khan and Tom Naratil to put digital at the heart of UBS's wealth management offering has been given a boost by Covid-19, but both insist human interaction remains vital

Doug Fritz, F2 Strategy
From Wealth Management / Private Banking July 24, 2020

Fintech on Friday: Has wealth digitally delivered during the pandemic?

Alongside the Wealth Tech Awards for 2020, PWM hosted a video discussion around the key wealth management themes being highlighted and accelerated by the current Covid-19 crisis, including digital transformation, big data analytics and finding the illusive combination of human and robotic advice

Wealth Tech Awards 2021

Amin Rajan, CEO of the CREATE-Research consultancy, tells PWM's Yuri Bender about how the financial community is increasingly highlighting inequality in society, identifying companies with poor governance and guiding clients towards a low-cost entry point for environmental, social and governance-linked investments.

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PWM Digital Edition (June/July 2021)

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