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
Private Banking

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

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?

Onboarding less painful thanks to digital drive
Digital developments have made the process of signing up new clients much more efficient but banks must ensure they continue to establish a relationship from the outset

HSBC claims Swiss client list slashed since 2007
HSBC admits that it suffered from “control failures” in the past, but insists it has taken steps to clean up its act and its current client base

The importance of brand in private banking
PWM spoke to three leading figures in the wealth management industry to determine the impact a strong brand can have on a private bank’s fortunes

Cyber security: Fear of fraud driving client calls for online safety nets
Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved

Which regulations will impact private banking?
PWM spoke to three experts to try to determine how key regulations are likely to affect the wealth management sector

Berenberg battles for bigger slice of global private banking business
Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence

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