Europe

Digital and Tech

Julius Baer embraces digitalisation and data to transform client experience

By Yuri Bender

Private banks will only survive if they adopt new ways of doing...
Europe

Is success written into DNA of family business entrepreneurs?

By Paul Beach and Tasha Vashisht

Family businesses hold a number of advantages over self-starter entrepreneurs, but they...
Digital and Tech

Swiss wealth management needs more than tradition to stay on top

By Stephen Wall

The Swiss wealth management industry is facing numerous challenges and must do...
Asset Allocation

ETFs prove worth amid Covid-19 chaos

By Elliot Smither

Investors have found the transparency and liquidity exchange traded funds provide have...
Business models

Sanlam UK reveals lessons learned from the lockdown

By Elisa Trovato

Penny Lovell, CEO Private Wealth at Sanlam UK, explains how the enforced...
Europe

Liontrust hunts for returns caused by market anomalies

By PWM Editorial

By taking an active approach to fixed income, investors can cash in...

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Business models
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Private View Blog: Credit Suisse ‘Spygate’ defines Swiss industry challenges

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The ‘tailing’ of Iqbal Khan was nothing out of the ordinary for Swiss private banks,...
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London & Capital shifts bond holdings to prepare for growth

By Yuri Bender

Sanjay Joshi, London & Capital’s fixed income boss, is cautiously optimistic about the state of...
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16 December 2019

Ukraine starts to harvest rewards of reform agenda

By PWM Editorial

Ukraine offers plentiful opportunities to foreign investors interested in agriculture, ports and shipping and technological...
Asset Allocation
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Hermes’ thematic strategies strike chord with private banks

By Elisa Trovato

ESG strategies were part of the Hermes offering long before they became fashionable, but are...
Business models
16 December 2019

London & Capital looks to life after founder Freedman

By Yuri Bender

Charismatic co-founder Daniel Freedman steered L&C through three decades, but had already started succession planning...
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