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Dan Ellis, RBC Wealth Management

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

Olivier Carré, PwC Luxembourg

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

Julie Barker-Merz, BMO InvestorLine

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

Victor Allende, CaixaBank

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

Sandrine de Vuyst, ING

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

James Quarmby, Stephenson Harwood

The globalisation of wealth

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

Tobias Wehrli, UBS

Post-secrecy spotlight on succession planning

Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection 

Timothy Tate, Citi Private Bank

Wealth transfer: Looking after the next generation

Wealth managers have struggled with digital engagement but must raise their game if they are to meet the expectations of an upcoming youthful cohort of potential clients

Laurent Auchlin, Lombard Odier

Lombard Odier values freedom of life in the open

If done properly, open architecture can enhance the choice available to clients and bring value, believes Lombard Odier’s Laurent Auchlin, adding the Swiss bank has plans to boost assets it delegates to sub-advisers

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Grabbing a bigger slice of the world wealth pie

What strategies should private banks be following to harness opportunities in a buoyant but unpredictable wealth management business? 

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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