Banks must convince clients they can make them money, but not be too brash about it
Private Banking

Banks battle to balance brand against brashness

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

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

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

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

Global heavyweights set sights on Ukraine
Ukrainians are worried about the security of their assets, creating opportunities for global wealth managers

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

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

Private banks pressed to use ESG lens
By boosting its headcount, London-based RWC Partners has improved the firm’s ability to forge links with wealth managers

Reputations take a pounding from regulators’ firing squads
The damage to banks reputations from scandals will make it harder for these institutions to secure private client business
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.
PWM Digital Edition (December 2020 - January 2021)
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