With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key ...

Over calm-inducing chamomile tea, Sharmila Whelan, global macro strategist at Westbourne Research Services, shares her ...

Year‑end decisions made during the festive period, when different generations spend more time together, often help shape ...

US seizure of the Venezuelan president has a number of implications for the country’s economy, its institutional framework ...

Each month in PWM, eight top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a ...

A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses ...

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

Longevity is changing the game for wealthy families and their advisers, who are now expected to arbitrate between generations ...

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

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 ...

The future of wealth management depends not only on technological innovation, but on empowering people across every level of the industry Ali Al-Enazi explores how the future of wealth management ...

Despite uncertainty hanging over real estate, the asset class continues to feature prominently in portfolios of wealthy families, with sustainability becoming an added attraction. With its attractive ...