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 ...

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 ...

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

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

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 ...

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

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 ...

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

“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 ...

Two advisers recommend the same unsuitable allocation to two different clients. The first built it himself, misjudged the client’s time horizon, and signed off on ...

Each week we dive into the most important stories and trends in wealth management — and we need you to be part of that conversation.