Professional Wealth Managementt

Home / Wealth Management / Private Banking

Private Banking

Tracey Warson, Citi Private Bank

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

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

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

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

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

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

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

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

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

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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (March–April 2023)

Wealth Tech Awards 2023

Join our community