The success or failure of Credit Suisse’s new Eleven Group will be dependent on the extent to which it understands client engagement and provides a flexible framework for collaboration driven by users  

The largest transfer of wealth in history is due to happen in the coming years, but surprisingly few wealthy individuals have plans in place

Leading wealth managers may believe they need to be of a certain size to succeed in Asia, but there is little evidence to back up these claims and smaller players can still thrive

Financial service firms often struggle to communicate their values to clients, which makes UBS’ new branding campaign all the more impressive

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

Many of the world’s largest wealth managers have tried to conquer Asia but few have been as successful as UBS, with adviser recruitment and digital innovation central to its success

Asia’s wealth is expanding at a fantastic rate but the region’s wealth managers are struggling to keep up and many need radical overhauls to attract clients

Only a minority of wealth advisers are able to convince clients to follow them when they move to a new firm, which should change how banks go about hiring staff