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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

Oleksii Aleksandrov, UkrSibbank
From Wealth Management / Private Banking July 19, 2013

Global heavyweights set sights on Ukraine

Ukrainians are worried about the security of their assets, creating opportunities for global wealth managers

Christian Gattiker, Julius Baer
From Wealth Management / Private Banking April 8, 2013

Private banks put brakes on inflation

With central banks prioritising growth over curbing inflation, investors are searching for safe havens in which to hide their assets from the threat of rising prices

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From Wealth Management / Private Banking February 28, 2013

Private banks reaching into new asset pools

Private banks and fund houses are facing huge upheavals to the way they do business, but some see the current environment as a chance to boost dialogue with clients and increase their share of wallet

Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.

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