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Private Banking

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

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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

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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

Technology integral to future of wealth management

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

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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