Swiss institutions have successfully managed the move to banking transparency, believes Yves Mirabaud, but being outside the EU continues to pose problems for the country’s financial industry

Paloma Piqueras, head of  BBVA Asset Management, explains how technology is central to boosting client relationships, but admits getting conservative Spanish investors to take on more risk can be a challenge 

Gina Miller’s legal challenge against the government’s handling of Brexit has come at a heavy cost to her personally and the SCM Private firm she runs with her husband

The transformation of Indosuez Wealth Management, which has become the global wealth management brand of the Crédit Agricole group, has meant reducing AuM and streamlining its offering, but the result is a more nimble bank better suited to the new era of private banking, believes CEO Paul de Leusse

With Coutts now firmly concentrating on its core UK market, the challenge for chief executive Peter Flavel is getting its existing clients to do more with the bank

Banks can learn a lot from successful companies in other industries which put customer experience at the heart of their business models, believes State Street’s Jessica Donohue

Generali Investments’ chief executive Santo Borsellino made growing the Italian firm’s third party business a “key priority” when he took control in 2013. So far the decision has paid off

The Chinese authorities’ attempts to manage a deteriorating economy should improve with experience, says Eastspring’s fixed income director David Lai