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Mike Chochon, PrairieSmarts
From Wealth Management / Private Banking December 9, 2014

Digital revolution in private banking

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

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

Jon Needham, Societe Generale Private Banking Hambros
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?

Digital finance - Getty
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

Larke Riemer, Westpac
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

Jim Prior, The Partners
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

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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

Daniel Reeves
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

Karin Jestin, Lombard Odier
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

Jim Prior, The Partners
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.

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