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

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

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

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

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

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

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

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?

Will fortune favour the bold global investor?
Adventurous investors can certainly expect to find opportunities in those regions contributing to global instability

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.
PWM Digital Edition (December 2020 - January 2021)
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