Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved 

PWM spoke to three experts to try to determine how key regulations are likely to affect the wealth management sector 

Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence 

Digitalisation is the key to both improving customer support and boosting adviser productivity, says Olivier Crespin, group head Digital Bank at Singapore-based DBS

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

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

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?

The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations