Gareth Wilson, global banking industry leader at London-based consultancy Capgemini, talks to PWM about private banks phasing out a stale system of profiling clients as we head into a persuasive perso ...

As warning signs mount around availability of energy supply, China’s central position in the investment cycle is gradually becoming more apparent ...

Family offices are exploring Ukraine’s fast-growing defence and technology ecosystem, betting that innovations forged in war ...

Diversification is fundamentally the right response to geopolitical risk, but without significant thought and planning, it ...

Uncertainty around geopolitics and associated energy production means one thing: the good times are finally returning for ...

The future success for wealth managers hinges on how firms navigate growing assets, a shrinking pool of advisers and a historic transfer favouring women ...

With the Fed chair increasingly under pressure from the US president, questions are being asked by wealthy families about the prominence of the US dollar at the centre of their allocations ...

Harvey Chapel, managing director for the Northern and Midlands regions of the UK at Pictet Wealth Management, speaks to PWM about the uniqueness of entrepreneurs outside London and the south-east. He ...

Segmentation has been a major part of wealth managers’ strategies for the last decade, but it is time for firms to think about personalised advice beyond the existing stale stereotypes ...

At a PWM roundtable in London, family office leaders examined what they truly value in advisers, focusing on stewardship, trust and preparing future generations for inherited wealth Share ArticleShare ...

Fiona Mckay, CEO of Lightbulb Leadership Solutions, speaks with PWM about the perils of succession planning and how wealth managers can better serve female inheritors and entrepreneurs. Discussing the ...

Despite succession planning being high on their agendas, many families are failing to do enough to involve younger generations in the management of their wealth. Empowering the next generation to ...