It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees
Private Banking

London calling as private banks connect with the future
The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond

Philanthropy cries out for professional touch
Wealthy individuals are giving away their money in greater amounts than ever, and are asking for help in how best to do it. Private banks are ideally placed to offer this assistance, but too few have the capability to do it well

Global wealth hits new highs but growth slows
Asia is now the region with the largest number of high net worth individuals and is expected to overtake North America in terms of total wealth in 2015

Custodians’ collaboration key to integrated reporting
Private banks must invest in new technology to meet the sophisticated portfolio reporting demands their clients place on them, but also need to get third-party custodians on side

Banks learn robo-speak
Online automated investment platforms, or “robo-advisers” as they are better known, allow clients to manage their own investments. Although clearly a threat to established wealth managers, those banks which embrace the concept could also reap the benefits

Slimline Spanish banking sector climbs off canvas
A wave of consolidation and a focus on digital technology have breathed new life into a Spanish banking sector which was left reeling by the financial crisis

Luxembourg sets sights on upper reaches of wealth ladder
Whereas Luxembourg was once seen as a tax haven for mass affluent individuals, changes in the regulatory landscape have led the Grand Duchy to raise the bar on the type of clients it attracts

The globalisation of wealth
International mobility among wealthy individuals has become much more prevalent in recent years, making succession planning more complex

Post-secrecy spotlight on succession planning
Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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