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Ylva Baeckstrom
From Wealth Management / Business Models September 23, 2021

Private View Blog: Time for the financial industry to jettison the jargon

Banks may be offering videos and dictionaries to explain the complexities of financial terminology, but it would be much better to simplify the language

Yves Bonzon, Julius Baer
From FinTech September 9, 2021

Private View Blog: Embracing crypto-assets is both an opportunity and sound risk management

Crypto-assets will remain volatile for a while, but investors should be making small allocations nevertheless, argues Yves Bonzon

James Chen
From Comment August 5, 2021

Private View Blog: Philanthropic capital the only way to achieve the SDGs

Private philanthropic capital has the power to truly change lives as it is able to take risks to solve complex social problems

Harry Burnham, Raymond James
From Comment July 15, 2021

Private View Blog: Investing across the generation gap

If wealth managers embrace the opposing world views of people in different stages of life then they will ultimately provide a more well-rounded service to all clients, argues Harry Burnham from Raymond James

John Canady, National Philanthropic Trust UK
From Comment July 2, 2021

Private View Blog: Shared charitable values bring US and UK closer together

While philanthropy in the US and UK may take very different forms, the two countries also have much in common

Antoine Loth, VALK
From Comment June 24, 2021

Private View Blog: Blockchain, tokenisation and private markets – the $200tn opportunity

Private markets have been slow to digitise. It is time to press ahead

Alice Wang, Quaero Capital
From Comment June 17, 2021

Private View Blog: Can Beijing boost China’s birth rate?

It will take a change in culture, not law, for the Chinese to embrace bigger families, argues Quaero Capital's Alice Wang

Ian Woodhouse, Orbium Consulting Practice
From Comment / Consultants' Corner June 10, 2021

Private View Blog: The democratisation of wealth in Europe

The mass affluent market, previously somewhat neglected in Europe, is now in vogue, as wealth services become more readily available to all via digital channels

Yuri Bender web
From Comment May 20, 2021

Private View Blog: How the Bill and Melinda story transformed wealth management

Whether through their philanthropic foundation or through the idea of investing with purpose, Bill and Melinda Gates provided an example to private banks and family offices

Francois Savary, Prime Partners
From Comment May 18, 2021

Private View Blog: Back to reality for the Middle East

Donald Trump claimed he had solved the problems between the Arab nations and Israel. Nothing could be further from the truth, argues François Savary, CIO of Prime Partners

William Woodson, Boston Private
From Comment May 6, 2021

Private View Blog: Don’t blame family offices for sins of the individual

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

Yuri Bender web
From Comment March 18, 2021

Private View Blog: Citi's reshuffled leadership hopes to pull ahead of rivals

Citigroup’s new CEO Jane Fraser sees rich pickings in the high net worth space but does it have the adviser numbers to carry it off?

Yuri Bender web
From Comment January 28, 2021

Private View Blog: Biden presidency will be defined by Chinese challenge

The new president has a bulging in-tray, but the relationship between Washington and Beijing is arguably the most important

Michael O'Sullivan
From Comment January 14, 2021

Private View Blog: A putsch too far

The storming of Capitol Hill was just the latest in a series of events which leaves the US’s international reputation in tatters

Didier Duret
From Wealth Management / Family Offices November 26, 2020

Private View Blog: Accelerating change in family offices

Family offices are changing as they respond to the economic effects of the coronavirus, the rise of ESG investing and make increased use of outside experts. While they may present challenges to traditional asset managers, these changes are creating opportunities for family offices

Michael O'Sullivan
From Comment November 12, 2020

Private View Blog: Time for the US to reflate, repair and redirect

Joe Biden’s administration will approach the economic and geopolitical challenges of the day in a very different manner to his predecessor

Didier von Daeniken, Standard Chartered
From Wealth Management / Business Models October 1, 2020

Private View Blog: Helping clients get to grips with ESG

Private banks have a duty to ensure clients better understand the different aspects of sustainable investing and to tailor solutions to meet both their investment and impact needs, argues Standard Chartered’s Didier von Daeniken

Didier Duret
From Wealth Management / Business Models May 21, 2020

Private View Blog: Why boards have a duty to reinforce resilience

Change is risky for firms and boards of directors must see beyond talk of disruption and innovation to focus on essential qualities and a handful of best practices

Elisa Trovato web
From Comment October 15, 2020

Private View Blog: Billionaire’s wealth surges as world suffers

While coronavirus is causing lasting damage to people’s living standards, the ultra-wealthy continue to make money

Elisa Trovato web
From Comment June 11, 2020

Private view blog: Coronavirus might just help us build a better world

The Covid-19 pandemic offers institutions, governments and individual investors a unique opportunity to break from the past and address issues such as climate change and structural inequalities in society

Mary Martin, LSE
From Comment May 14, 2020

Private View Blog: Why public-private partnerships are key to beating pandemic

Governments alone cannot deal with the wide-ranging consequences of coronavirus. They need to get business onside too

Yuri Bender web
From Comment April 2, 2020

Private View Blog: Families focused on succession planning like never before

The coronavirus crisis has reinforced the importance for wealthy families to update generational transfer plans

Elisa Trovato web
From Comment March 19, 2020

Private View Blog: Covid-19 forcing private banks to finally embrace tech revolution

Those wealth managers which have blazed a digital trail are now finding themselves in a far better situation than the laggards

Mike Lee, EY
From Comment May 28, 2020

Private View Blog: Striving for clarity in a time of crisis

Wealth management firms are having to think on their feet when reacting to the coronavirus pandemic, but must not lose sight of their next steps

Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse

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