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Private Banking

PWM 20 year cover
From Wealth Management / Private Banking December 15, 2021

Looking back at 20 years of change in private banking

The past two decades have seen private banks move beyond the old secrecy-led approach end embrace asset management expertise  

Dina de Angelo, Pictet Wealth Management
From Wealth Management / Private Banking December 15, 2021

Evolution of the private banker in the 21st century

Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker 

David Lawrence, Kingswood
From Wealth Management / Private Banking November 23, 2021

Kingswood continues pursuit of ambitious growth plans

The London-headquartered firm is looking for acquisitions in both its home market and overseas

PWM-Private-Banking-Awards-2021-Logo_Master
From Wealth Management / Private Banking November 4, 2021

Global Private Banking Awards 2021: Winners' profiles

This year’s record number of winners (65), the highest since the global private banking awards programme started in 2009, is a clear indication of private banks’ increased focus on client needs and their ability to innovate

PWM 1021 cover
From Wealth Management / Private Banking November 4, 2021

Global Private Banking Awards 2021: Top tier towers over competition

With clients demanding expertise in areas such as ESG, alternatives and technology, PWM’s awards celebrate success for those banks which stay one step ahead 

Tomer Tzach 75*96
From Wealth Management / Private Banking October 26, 2021

Today’s private investments fuel tomorrow’s changemakers

The world of direct investments into private companies is vast and full of potential for ventures seeking capital

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?

Amundi's Pascal Blanqué talks to PWM about the changing macroeconomic picture and how it is influencing investors' asset allocations

 

Global Private Banking Awards 2021

PWM Digital Edition (December 2021 - January 2022)

Wealth Tech Awards 2021

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