The wealth management industry is split between large global banks and boutiques, but sitting between those two extremes creates plenty of opportunities, believes Lombard Odier’s Frédéric Rochat

Entrepreneurs with a global outlook place huge importance on the relationships they build with private bankers, claims Credit Suisse’s Claudio de Sanctis

While the City of London comes to terms with the potential impact of Brexit, other centres sense a chance to expand their own financial services industries. But Swiss stalwarts Zurich and Geneva still have much to offer

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari

Asian clients are developing increasingly complex needs and demanding more from their wealth managers, making the shortage of experienced relationship managers a growing concern for private banks

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