Although Asian high net worth individuals are seeking low-cost digital delivery from their wealth managers, customer service and human interaction also remain important

Global crises, the rise of mega cap tech stocks and the explosion of passive investing mean markets look very different today to past eras   

To celebrate two decades since launch of PWM, we invited a cohort of high-profile chief investment officers, advising $4tn in assets between them, to reflect on major historic trends in structuring portfolios, which still have resonance in wealth management today

Pascal Blanqué, group chief investment officer at Amundi, talks to PWM about two decades of portfolio management trends

Private banks need to engage with the next generation of potential clients much earlier and do so with a workforce this segment can relate to

Technology has transformed the adviser-client relationship, although the journey still has a long way to run with advances in AI and big data in their early stages

The only way to reach climate targets will be if shareholders take a more active approach, thus forcing companies down a greener path 

It has become harder to generate returns and manage portfolio risk, but innovative solutions can bring success, argues Didier Duret

The London-headquartered firm is looking for acquisitions in both its home market and overseas

The digital revolution, Covid-19 and the changing nature of Swiss private banking are just some of the challenges facing Julius Baer’s CEO, Philipp Rickenbacher