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Fredrik Nerbrand, HSBC

Should investors be overweight bonds or equities?

HSBC’s Fredrick Nerbrand and Mike O’Sullivan of Credit Suisse discuss whether investors should be increasing allocations to bonds or equities

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Private banks fear savvy clients could cast them adrift

Europe’s wealthiest individuals are demanding relationships with private banks be run on their terms, but not all firms have embraced this new reality

Taxing times for wealth management industry

The automatic exchange of tax information between countries is, to an extent, a welcome development, but will officials be able to cope?

David McNair, One Campaign

Should transparency trump privacy?

The ONE campaign’s David McNair and James Quarmby of law firm Stephenson Harwood are at odds over the benefits of greater transparency

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Private banks ready to scale back and shift online

A period of consolidation is underway as banks refocus efforts on their most profitable markets

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Asia’s personnel problems approach crisis point

Unless the number of quality relationship managers in Asia increases, private banks are likely to put greater resources into digital alternatives

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Clients in danger of losing in private banking kickabout

Clients could end up with higher fees as private banks pull out of their unprofitable regions and implement new business models

Will Ukraine prove to be the catalyst for another crisis?

Saxo Bank’s Steen Jakobsen and Mark Burgess of Threadneedle discuss whether the Ukraine crisis will have much broader implications

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World’s wealthy switch on to digital finance

Wealthy individuals are placing ever more importance on digital technology in managing their financial affairs, but trusted advisers still have a role to play

Chloé Koos Dunand, Pictet

Should investors hang onto their pots of gold?

Pictet’s Chloé Koos Dunand and Ani Markova of Smith & Williamson discuss what role gold should be playing in portfolios

The Startup Show: 3AI

Artificial intelligence is about to transform an asset and wealth management industry not previously known for its dynamism, 3AI CEO Jacob Ayres-Thomson tells PWM's Yuri Bender

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