Digitalisation has the potential to improve access for clients and make banks more efficient, but wealth managers need to embrace these deep-rooted changes wholeheartedly or risk losing out to competitors
Private Banking
ČSOB heads to Czech regions to seek trust of new clients
The Czech Republic is proving a new battleground for both European and domestic private banks, and ČSOB’s relationship with Belgium’s KBC means it can compete on both fronts

Clients demand central place in new era of wealth management
Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?

Private banks must boost digital presence or lose out
The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations

Banks missing a trick by ignoring women’s needs
Women represent one of the world’s largest banking markets but most banks remain unwilling or unable to service the unique needs of their female customers

Banks battle to balance brand against brashness
Banks must convince clients they can make them money, but not be too brash about it

Adapting to the new era of private banking
Christophe Billard, group commercial director at UK-based SGPB Hambros, part of French group Société Générale, talks to Yuri Bender about key trends in wealth management, and explains how private banks need to adapt their service offering to meet clients’ evolving needs

One man’s role in exposing secrets of Swiss banking
An IRS investigator was looking into offshore credit cards when a whistleblower put him onto the trail of UBS’ activities on US soil. This spiralled into an attack on the secrecy surrounding Swiss banking

Banks uniquely positioned to harness philanthropic spirit
Philanthropy has undergone a recent surge, but private banks should develop more innovative solutions to boost its effects and help to draw attention to forgotten causes, believes Lombard Odier’s Karin Jestin

Time for banks to reflect on branding
In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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