Business models
Business models OPINION
Adapting the lessons of retail to wealth management
Both luxury and consumer retail outlets offer valuable lessons for wealth managers,...
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The changing role of relationship managers
The role of the relationship manager in wealth management is professionalising, with...
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Creativity over conflict key to asset growth
Obsolete technology and hierarchical organisational structures are holding back innovation in asset...
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Digital and Tech
OPINION
April 16, 2024
Helping wealth managers wade through the data
While financial firms are busy deploying technology to enhance their business models, the integration of...
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Digital and Tech
OPINION
April 11, 2024
Empowering wealth managers with generative AI
Generative AI has the potential to completely transform the way financial businesses operate and connect...
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April 10, 2024
The future of wealth: women, next gen and Asian clients
Global wealth managers must bolster digital channels and invest in financial planning resources to take...
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April 4, 2024
Syz transition helps Geneva private bank to sail a steady course
Nicolas Syz talks about how today’s wealth managers can embrace family business succession, innovation and...
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March 8, 2024
Women a growing force in asset management industry
There is growing recognition that female portfolio managers are not only able to outperform their...
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February 15, 2024
Swiss industry rethink follows Julius Baer loan write-off
Concerns about leadership, risk-taking and dealing with celebrity clients are once more focusing Swiss private...
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December 7, 2023
Growing levels of inherited wealth both an opportunity and a risk for private banks
Colossal amounts of wealth will be passing from one generation to the next in the...
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