Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry
Private Banking

Building the best wealth management platforms for investors' online journeys
Low fees charged by robo-advisers are especially tempting to investors in an era of low returns. But are these online platforms able to meet complex needs of high net worth individuals?

Overhaul of business models top task for private banks in 2017
A move away from the one bank model, whereby wealth management divisions subsidise investment banking divisions, could well be on the cards, while firms have yet to get to grips with technology

Revamped Indosuez Wealth Management puts faith in strength of a worldwide brand
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

Wealth managers consider opportunities and dangers of the digital world
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

Private banks prepare for the biggest wealth transfer in history
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: Adapting for future growth
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
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?

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

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
Global Private Banking Awards 2022
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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