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
Private Banking
From
Wealth Management
/ Private Banking
September 16, 2016
Global banks exodus from Latin America could prove short-sighted blunder
As international banks exit Latin America, private clients are being badly treated in the fallout. Can local players fill the gap?
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
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
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
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
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
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
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
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
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (August/September)
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