Former HSBC Group boss John Flint outlines increasing Asian opportunities, encouraging investors to understand a rising China ...

Investment Quorum’s Petronella West discusses wealth management mergers, client journeys and the value of independent ...

Nicole Curti of Capital Y in Geneva describes the challenge which the evolving family office ecosystem is laying down to the ...

Hassan Suffyan from MSCI speaks to PWM about the impact of AI on adviser productivity and investments, while stressing the ...

Northern Trust’s Belinda Aspinall discusses structures, data and technologies needed to help wealthy clients manage and ...

EFG’s Yevgenia Goti Kouokoumaki speaks to PWM about the challenges facing private banks targeting different generations of ...

Culture, leadership and service models are paramount when choosing a private bank, but are these components best provided by behemoths or boutique players?

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 ...

Investment and wealth managers used to pushing product need to develop an empathy with wealthy families if they are to penetrate this increasingly lucrative client base. Issues around moving assets ...

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 ...

With more than $83tn in wealth poised to change hands across generations over the next two decades, according to UBS, families are discovering that sustaining wealth is not just about managing money — ...

Rami Cassis, first-generation wealth creator and founder of Parabellum Investments, speaks with Elisa Battaglia Trovato, deputy editor at PWM, about his approach to running a hybrid between a family ...