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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

Mark Syz, Banque Syz
From Wealth Management / Private Banking July 21, 2020

Investors expect pandemic to create vintage private equity opportunities

Private banks, who were already promoting private equity before Covid-19 hit, now see even more opportunities in the sector as a result of depressed company valuations

David Durlacher, Julius Baer
From Wealth Management / Private Banking July 7, 2020

Julius Baer embraces digitalisation and data to transform client experience

Private banks will only survive if they adopt new ways of doing business, believes David Durlacher, CEO of Julius Baer International

Jennifer Miller
From Wealth Management / Private Banking June 5, 2020

Using technology to turn obstacles into opportunities

Covid-19 has reinforced the need for private banks to transform their digital offerings, which will mean improving the client experience and efficient use of data, explained Jennifer Miller from US tech provider Vuture in a recent PWM webinar

Rémi Frank, BNP Paribas
From Wealth Management / Private Banking March 26, 2020

BNP Paribas sees regional traits in reactions to Covid-19 turbulence

While European and Middle Eastern clients tend to invest with long-term horizons and are buying up stocks, Rémi Frank, global head of the key client group at BNP Paribas Wealth Management, reports that Asian investors, who have shorter timescales in mind, are reacting very differently

Yuri Bender web
From Wealth Management / Private Banking February 19, 2020

Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks, illustrating how much more restructuring must be done

Pile of banknotes
From Wealth Management / Private Banking January 6, 2020

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Daniel Freedman, London & Capital
From Wealth Management / Private Banking December 17, 2019

London & Capital looks to life after founder Freedman

Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (August/September)

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Global Private Banking Awards 2020

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Wealth Tech Awards 2020