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 ...

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 ...

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 ...

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 ...

Switzerland’s boutique wealth managers have long prided themselves on their independence, but new research suggests they struggle to explain what sets them apart from one another. Three-quarters of ...

Anders Kvamme Jensen, CEO and founder of AK Jensen Group in Norway, speaks to PWM about the relative transformative merits of AI and tokenisation — the former is altering industry patterns in the ...

“The client is king.” In the financial industry, few lines are repeated with more confidence and tested less often. Ask how a mandate was won, and you will hear about the senior partner who flew out ...