Watch highlights from PWM's recent Innovation in Wealth Management summit

Nic Dreckmann, Julius Baer’s chief operating officer, believes strong leadership is vital to fostering a creative atmosphere within banks

Advances in AI technology mean robo-advisers can offer a more personalised service and therefore build trust and engagement with investors, argues Reginald Warlop

Family offices’ adoption of technology has risen drastically in recent years though there is still a long way to go

Meeting net zero emissions targets will require an entirely new range of technologies to be made commercially available at an unprecedented pace and global scale, requiring extraordinary investment capital

The collapse of cryptocurrency exchange FTX has shaken confidence in the sector, but should result in greater regulatory scrutiny and therefore increased protection for investors

Mariam Rassai, head of digital transformation and data at BNP Paribas Wealth Management, explains how strategic partnerships are key to improving the client experience

China has aggressively rolled out the e-CNY but the initiative has met with only partial success so far

BlackRock’s UK distribution supremo Joe Parkin explains how people having to take responsibility for their retirement has changed how the wealth industry serves its customers

JP Morgan’s Kelli Keough talks to PWM about how analysing the behaviour of investors can help boost the relationship with advisers in a more client-centric future

Wealth managers may have been slow to embrace digital assets, but with client demand increasing, many are now looking for the best way to boost their offerings

Crypto assets have gone mainstream, believes Azamat Sultanov, co-founder of Fortu Wealth, and with prices having dipped to pre-pandemic levels he believes now is the time to invest

We stand at the threshold of a new 3D virtual world of the metaverse. Where are the opportunities for investors?

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

Most clients of investment platforms are male, but a number of start-ups founded by women are looking to change that

Yuri Bender speaks to Anders Kvamme Jensen, founder and chairman of the AKJ crypto fund platform, about the latest crypto developments

Nick Neuman, CEO at Casa and Daniel Murray global head of research and deputy CIO at EFG Asset Management, discuss how investors should approach bitcoin

Millennials may be sceptical of private banks and financial advisers, but a digital approach may yet win them over

Fortu Wealth aims to become a digital private bank for high net worth millennials, believing this to be a group disillusioned by more traditional wealth management offerings

Private markets have been slow to digitise. It is time to press ahead

Covid-19 has changed the way both businesses and individuals interact with each other, says SEI’s Steve Meyer, though important as has technology has become, the personal side cannot be ignored

By combining robotic process automation with artificial intelligence, financial firms will be able to free up their staff to really focus on clients, claims Zeynep Hizir from SS&C Technologies

The Covid-19 pandemic has forced family offices to adopt new technology at pace, helped in no small part by the engagement of younger family members

Start-up Tumelo, which allows pension scheme members to see how their pots are being invested, is now taking aim at the private banking industry

As developing trust through personal contact is crucial to acquiring new clients, Covid-era advisers are having to learn new technology-aided techniques to help them expand their business book

Piermont Bank founder Wendy Cai-Lee talks about the digital lender she set up to serve small US entrepreneurs

Singapore-based robo-advice group Bambu has ambitious plans to become a global leader in wealthtech, says co-founder Ned Phillips

The stringent rules banks have to adhere to are stopping big tech players from becoming direct competitors, with closer co-operation more likely

Wealth management firms are spending more money then ever on technology but need a new approach to these investment decisions

Firms have been forced to innovate to stay close to clients during the coronavirus pandemic and going forward must strike a balance between the new ways of doing business and the old high-touch approach