The new generation of techno-nerds may be guilty of speaking in jargon and much of what they pass off as new ideas are anything but, yet evidence of a generational shift in wealth management was clearly evident at the summer Fund Forum event in Berlin
Editor's Analysis
From
Comment
/ Editor's Analysis
April 21, 2016
Panama fallout leaves banks in deep water
The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope
From
Comment
/ Editor's Analysis
February 26, 2016
Silver lining to cloud over private banking
UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking
From
Comment
/ Editor's Analysis
November 4, 2015
Innovation part of wider move out of the shadows
Private banks talk a good game about technological transformations but many are just tinkering rather than truly innovating
From
Comment
/ Editor's Analysis
September 27, 2015
Banks must embrace both man and machine
The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers
From
Comment
/ Editor's Analysis
August 24, 2015
London calling as private banks connect with the future
The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond
From
Comment
/ Editor's Analysis
July 2, 2015
Local banking scene not enough for ‘national champions’
As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow
From
Comment
/ Editor's Analysis
May 22, 2015
No easy wins for those galácticos still in wealth management game
Boutique banks, global players and the new robo-advisers are all scrapping for a share of the world wealth pie. Can all prosper?
From
Comment
/ Editor's Analysis
April 28, 2015
Will fortune favour the bold global investor?
Adventurous investors can certainly expect to find opportunities in those regions contributing to global instability
From
Comment
/ Editor's Analysis
March 23, 2015
Modern portfolios cry out for a touch of spice
Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients
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.
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