Professional Wealth Managementt

Home / Wealth Management / Business Models

Business Models

Andrew Catterall, JP Morgan

Private banking moves from paper trails to personalised service

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

Amy Lo, UBS

Banks must evolve to connect with the clients of tomorrow

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

Eric Syz, Banque Syz

Size isn’t everything as Syz revels in boutique status

Geneva-based Banque Syz has deliberately avoided scaling up and chasing higher volumes, says co-founder and CEO Eric Syz, instead targeting the higher end of the wealth market

David Lawrence, Kingswood

Kingswood continues pursuit of ambitious growth plans

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

Ylva Baeckstrom

Private View Blog: Time for the financial industry to jettison the jargon

Banks may be offering videos and dictionaries to explain the complexities of financial terminology, but it would be much better to simplify the language

Eva Lindholm, UBS

Private banks wise up to untapped opportunity of women in wealth

The wealth management industry has been guilty of sidelining female clients, but there is increasing awareness of the opportunities offered by this growing client segment

Victor Matarranz, Banco Santander

Santander strives to strike balance between global reach and local presence

Victor Matarranz, global head of wealth management and insurance at Banco Santander, reports how the bank’s new business model is working out and looks ahead to a post-pandemic future

Harry Burnham, Raymond James

Private View Blog: Investing across the generation gap

If wealth managers embrace the opposing world views of people in different stages of life then they will ultimately provide a more well-rounded service to all clients, argues Harry Burnham from Raymond James

Joseph Poon, DBS

Fintech on Friday: Private banks utilise technology to tempt younger generations

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

Candidate search

Asia’s drive to digital sparks bidding war for tech talent

To succeed, wealth management firms will need to take a hybrid approach of ‘tech touch’ and ‘high touch’ to meet client needs

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (August/September 2022)

Wealth Tech Awards 2022

Join our community