Digitalisation has the potential to improve access for clients and make banks more efficient, but wealth managers need to embrace these deep-rooted changes wholeheartedly or risk losing out to competitors
Private Banking
From
Wealth Management
/ Private Banking
September 8, 2014
ČSOB heads to Czech regions to seek trust of new clients
The Czech Republic is proving a new battleground for both European and domestic private banks, and ČSOB’s relationship with Belgium’s KBC means it can compete on both fronts
From
Wealth Management
/ Private Banking
August 28, 2014
Clients demand central place in new era of wealth management
Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?
From
Wealth Management
/ Private Banking
August 21, 2014
Private banks must boost digital presence or lose out
The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations
From
Wealth Management
/ Private Banking
August 7, 2014
Banks missing a trick by ignoring women’s needs
Women represent one of the world’s largest banking markets but most banks remain unwilling or unable to service the unique needs of their female customers
From
Wealth Management
/ Private Banking
June 19, 2014
Banks battle to balance brand against brashness
Banks must convince clients they can make them money, but not be too brash about it
From
Wealth Management
/ Private Banking
May 2, 2014
Adapting to the new era of private banking
Christophe Billard, group commercial director at UK-based SGPB Hambros, part of French group Société Générale, talks to Yuri Bender about key trends in wealth management, and explains how private banks need to adapt their service offering to meet clients’ evolving needs
From
Wealth Management
/ Private Banking
February 4, 2014
One man’s role in exposing secrets of Swiss banking
An IRS investigator was looking into offshore credit cards when a whistleblower put him onto the trail of UBS’ activities on US soil. This spiralled into an attack on the secrecy surrounding Swiss banking
From
Wealth Management
/ Private Banking
January 28, 2014
Banks uniquely positioned to harness philanthropic spirit
Philanthropy has undergone a recent surge, but private banks should develop more innovative solutions to boost its effects and help to draw attention to forgotten causes, believes Lombard Odier’s Karin Jestin
From
Wealth Management
/ Private Banking
August 28, 2013
Time for banks to reflect on branding
In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution
Latest PWM video
Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.
Join our community
|
|
|
|
|
