Advising wealthy, multi-generational families, embracing their values and investment needs is now the domain of today’s skilled private banker 

Technology has transformed the adviser-client relationship, although the journey still has a long way to run with advances in AI and big data in their early stages

Private banks need to engage with the next generation of potential clients much earlier and do so with a workforce this segment can relate to

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

The London-headquartered firm is looking for acquisitions in both its home market and overseas

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

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

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