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Editor's Analysis

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AI no substitute for in-person relationships

Artificial intelligence certainly has a role to play in financial services, but it will not sound the death knell for human relationships

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Wealth managers tread softly as Asia reopens

Western banks expect Asia-Pacific growth to pick-up now China has emerged from lockdown, but are careful not to put all their eggs in one basket by diversifying across the region

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Wealth managers guilty of a case of mistaken identity

Private banks have frequently got it wrong in their approaches to expanding their client base. Improving the diversity of their workforces would be a good first step to putting things right

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Succession planning lets banks play generation game

While connecting with the next generation of clients is a way to retain assets over the long term, the banks that successfully engage with this group will be those to approach them in a sincere and focused way

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Wealth managers must not forget their physical roots

While wealth managers need to embrace huge changes taking place in the social and technological spheres, they should not forget the importance of face-to-face advice

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Automating ESG investment will be no walk in the park

Keen to leverage their ethical and technological expertise, many private banks are promising to make ESG investing available through digital channels. But the challenges of providing this should not be underestimated

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‘Wreckers’ left stranded by need for new morality

Leaders in the wealth management industry are facing the most challenging period of their lives. To successfully overcome these hurdles, they will need to prove they can be flexible

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Don’t expect ‘boutique wave’ to wash away the big boys

The smaller shops may be able to steal clients away from the larger wealth managers, but remain very much part of the big bank ecosystem 

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The bold, the brilliant and the brave

Many key trends have transformed private banking over the past two decades, but some talented individuals have provided the impetus for change 

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Top dogs take fresh approach to investment and technology

The top gongs in PWM’s Global Private Banking Awards went to those banks which displayed innovative thinking towards portfolio management and in the digital arena, while scandals still plague the industry 

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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