Professional Wealth Managementt

Home / Wealth Management / Private Banking

Private Banking

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

From Wealth Management / Private Banking March 17, 2016

Wealthy women seek advisers with eye on bigger picture

There are more female billionaires than ever before, with Asian entrepreneurs the big driver. But these women require a different approach from private banks than their male counterparts

PWM 0316 cover
From Wealth Management / Private Banking February 29, 2016

Private banks poised to capture Asian clients

The wealth management sector in Asia-Pacific is fiercely competitive with both international and local players fighting for a piece of the action and looking for ways to differentiate themselves from opponents

Nick Hungerford, Nutmeg
From Wealth Management / Private Banking November 16, 2015

Technology integral to future of wealth management

Private banks must improve their digital offerings but human advisers have a role to play too

GPBA logo 2015 cropped
From Wealth Management / Private Banking November 13, 2015

Global Private Banking Awards 2015

The ceremony for PWM's seventh annual awards took place in Singapore on 4 November

From Wealth Management / Private Banking November 12, 2015

Global wealth falls but inequality on the up

Global household wealth is increasingly concentrated at the top end with the middle classes the ones being squeezed

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018