Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market
Business Models

Kingswood continues pursuit of ambitious growth plans
The London-headquartered firm is looking for acquisitions in both its home market and overseas

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

Private banks wise up to untapped opportunity of women in wealth
The wealth management industry has been guilty of sidelining female clients, but there is increasing awareness of the opportunities offered by this growing client segment

Santander strives to strike balance between global reach and local presence
Victor Matarranz, global head of wealth management and insurance at Banco Santander, reports how the bank’s new business model is working out and looks ahead to a post-pandemic future

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

Fintech on Friday: Private banks utilise technology to tempt younger generations
Millennials may be sceptical of private banks and financial advisers, but a digital approach may yet win them over

Asia’s drive to digital sparks bidding war for tech talent
To succeed, wealth management firms will need to take a hybrid approach of ‘tech touch’ and ‘high touch’ to meet client needs

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

Fintech on Friday: Pandemic prompts relationship re-think
Covid-19 has changed the way both businesses and individuals interact with each other, says SEI’s Steve Meyer, though important as has technology has become, the personal side cannot be ignored
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