Now that millennials are growing up, getting jobs and settling down, it is time for private banks to focus their attention to Generation Z. David …
CIC and M.M. Warburg & CO enter into long-term cooperation agreement June 5, 2020 Verdict Staff 
Business Profile: Itaú Private Bank
For four consecutive years now, Itaú Private Bank has won PBI’s award for ‘Outstanding Private Bank – Latin America’. Oliver Williams asks Carlos Albertotti, it’s …
Case Study: How Citi keeps private banking revenue high and costs low in Asia
Following our previous Special Report: ‘Do European private banks need to be concerned about profits?‘, Richard Hartung speaks to Jyrki Rauhio, South Asia head of …
Do European private banks need to be concerned about profits?
Private banks are supposed to help the wealthy stay wealthy, if not make them wealthier. But what good is that if they can’t look after …
New business models drive interest in luxury assets
It is not just low interest rates and fears of an economic downturn that are causing more HNWIs to invest in luxury assets such as …
Three reasons wealth managers are failing to appeal to younger demographics
Despite the fact that millennials and generation Z will be the largest adult segments by the end of the decade, with an aggregated net worth …
What I’ve learned from a year covering the private banking sector
During the 12 months I have covered the private banking and wealth management sector as the editor of PBI, I have learned much about this …
One year after banking secrecy officially ended, Swiss banks struggle on
Switzerland started the automatic exchange of data on account holders one year ago in October, officially marking the end of Swiss banking secrecy. One year …
How Hong Kong HNWIs are reacting after 20 weeks of protests
As protests in Hong Kong pass their 20th week, HNWIs in the city are starting to fear that a short-term blip is turning into something …
The countdown to 6AMLD starts now
Zac Cohen, general manager at Trulioo, explains why banks need to prepare ahead for the 6th EU Anti-Money Laundering Directive (6AMLD) due to come into …
