The transformation of Indosuez Wealth Management, which has become the global wealth management brand of the Crédit Agricole group, has meant reducing AuM and streamlining its offering, but the result is a more nimble bank better suited to the new era of private banking, believes CEO Paul de Leusse

Robo-advisers and cyber crime both pose real challenges to the wealth management industry, although the digital revolution could also mean a new pipeline of clients

Over the next 20 years the world will witness the largest ever transfer of billionaire wealth. This will create huge opportunities for private banks, but also poses big challenges for the wealth management industry

Private banks must adjust costs in line with their growth potential and ability to generate revenue while reinventing their offering, so they can continue to capture and manage the bulk of their clients' financial assets, argues Michel Longhini, CEO Private Banking at Union Bancaire Privée 

As international banks exit Latin America, private clients are being badly treated in the fallout. Can local players fill the gap?

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

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 

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