Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made 

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

What does the UK’s referendum on EU membership mean for the world of wealth? And importantly, does it matter?