International mobility among wealthy individuals has become much more prevalent in recent years, making succession planning more complex
Private Banking
Post-secrecy spotlight on succession planning
Increased transparency is likely to encourage the rich to seek out safer jurisdictions offering wealth protection
Wealth transfer: Looking after the next generation
Wealth managers have struggled with digital engagement but must raise their game if they are to meet the expectations of an upcoming youthful cohort of potential clients
Lombard Odier values freedom of life in the open
If done properly, open architecture can enhance the choice available to clients and bring value, believes Lombard Odier’s Laurent Auchlin, adding the Swiss bank has plans to boost assets it delegates to sub-advisers
Grabbing a bigger slice of the world wealth pie
What strategies should private banks be following to harness opportunities in a buoyant but unpredictable wealth management business?
Onboarding less painful thanks to digital drive
Digital developments have made the process of signing up new clients much more efficient but banks must ensure they continue to establish a relationship from the outset
HSBC claims Swiss client list slashed since 2007
HSBC admits that it suffered from “control failures” in the past, but insists it has taken steps to clean up its act and its current client base
The importance of brand in private banking
PWM spoke to three leading figures in the wealth management industry to determine the impact a strong brand can have on a private bank’s fortunes
Cyber security: Fear of fraud driving client calls for online safety nets
Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved
Which regulations will impact private banking?
PWM spoke to three experts to try to determine how key regulations are likely to affect the wealth management sector
Global Private Banking Awards 2023
PWM Digital Edition (June - July 2023)
Wealth Tech Awards 2023
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