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Taras Chaban, Sybenetix
From Wealth Management / Private Banking September 7, 2016

Digital revolution needs more than lip service to become reality

Wealthy individuals tend to be extremely tech-savvy, yet the vast majority of financial service providers have been too slow in their adoption of digital technology. Leadership from the very top is required to push through the necessary changes

Kelly Coffey, JP Morgan
From Wealth Management / Private Banking September 2, 2016

Combining tech tools with private relationships

In a web exclusive, PWM talks to Kelly Coffey, CEO of JP Morgan’s US Private Bank, about innovation and how clients’ expectations are shaped by their experiences with non-financial firms 

Tracey Warson, Citi Private Bank
From Wealth Management / Private Banking September 2, 2016

Silicon Valley extends deep into US wealth management

New York may be the centre of the financial industry in the US, but regional variations mean the biggest banks need a physical presence across the country to cater to clients, as well as overseas if they have global ambitions

Jose Fuentes, Citi Private Bank
From Wealth Management / Private Banking August 30, 2016

Local Latin American banks seize chance as turmoil engulfs region

Latin America’s richest individuals have seen their wealth hit hard by drops in commodity prices, while many international banks have reduced their footprint or backed out of the region entirely

Fabio Innocenzi, UBS
From Wealth Management / Private Banking June 22, 2016

Milan ripe for a private banking renaissance

With half of all Italian private wealth managed by retail banks there is huge potential for private banks to expand domestically

Craig Arenhold, StatPro South Africa
From Wealth Management / Private Banking June 8, 2016

Best to invest overseas warn South Africa’s wealth managers

South Africa’s private banks may excel in their use of technology, but the country itself faces myriad economic and political problems

Nick Levitt, HSBC
From Wealth Management / Private Banking June 3, 2016

New ethos needed to match millennials’ entrepreneurial spirit

The new generation of entrepreneurs are as motivated to change the world as they are to make money. Private banks must adapt in order to meet these needs

Maya Prabhu, Coutts
From Wealth Management / Private Banking May 10, 2016

Succession planning: Family unity key to establishing who will follow the leader

Both entrepreneurs and their offspring lose sleep over how family assets should be passed between generations, while wealth managers are terrified of losing clients. A clear and open discussion is vital in ensuring a smooth succession

Marguerite Griffin, Northern Trust
From Wealth Management / Private Banking May 10, 2016

Next generation reshapes world of philanthropy

Charitable activities can bring families together, but with younger generations frequently having different goals and ideas, they can also prove divisive

PWM 0416 cover
From Wealth Management / Private Banking April 27, 2016

Finding the formula for brand success

The fund management business may be dominated by the branding power of global players but there are still plenty of boutique firms delivering healthy returns

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

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