Private banks’ are frequently dazzled by the size and past performance of ‘blockbuster’ funds and ‘star’ managers and include them on their approved lists of funds without carrying out robust checks. They need to up their game

The potential is there for technology to usher in a new type of relationship between clients and relationship managers, but there is a danger of losing the human element from wealth management

Senior wealth management executives must show frontline staff that technology can empower them and need not be feared

Entrepreneurs are undoubtedly expressing an interest in sustainable and responsible investing, but allocations remain sluggish 

Trade wars, the rise of populism and instability in the Middle East have all rattled private investors. Things are unlikely to get better anytime soon

China’s rapid rise and increasing global influence mean friction with the US will continue, whether or not the two sides mange to find an agreement around trade

Wealth managers who enhance their clients' visual interactions and the digital user experience are in a strong position to stand out in an industry where differentiation is hard to come by

Smaller asset managers are agile enough to quickly incorporate ESG principles into their DNA, but it will take the size and scale of the behemoths to promote the shift to sustainability the world so urgently needs