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David Durlacher, Julius Baer

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

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

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

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

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

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

Benjamin Cavalli, Credit Suisse

Integrated model puts Credit Suisse on front foot in Asia

Collaboration between private and investment banking allows Credit Suisse to meet Asian entrepreneurs’ needs through every stage of their personal and business lifecycle 

Judges

Private banks slowly but surely adapting to digital era

Wealth managers have faced considerable challenges in their digital transformations but an expert panel PWM pulled together agree banks are on the right track while the pace of innovation is increasing

Tanvi Davda, Saranac

Saranac start-up sees gap in bespoke solutions market

London-based Saranac claims to offer high net worth individuals a range of unconventional solutions

Frank Zhang, China AM

Asian wealth management industry comes of age

Private banks active in Asia must contend with turbulent markets and ongoing recruitment problems in their quest to forge deeper relationships with clients

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

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