For the majority of millionaires, investments across an array of asset classes are integral to maintaining and growing their substantial wealth. PBI’s parent company, data …
The future of banking technology is here June 9, 2020 Sarah Williams The largest private banks in Switzerland
Along with skiing and Toblerone, the Swiss have always been synonymous with banking and finance. This reputation is upheld today by the enormous global stature …
The future of private banking in Africa
Africa can prove a complex market to navigate for major private banks, due to its regulatory environment and the omnipresent risk of political turmoil. The …
Turkey in crisis: what does it mean for wealth management?
The Turkish lira is down by 40% for the year to date against the US dollar, and inflation is a whopping 16%. Moody’s concern about …
Conscious coupling: Family office and private equity co-investing
Family offices are increasingly recognising private equity co-investments as a means of generating strong returns while exercising greater control over their portfolios, although this approach …
Wealth management chatbots gain popularity
Originally developed for retail banking, chatbots are beginning to be adopted in wealth management. Robin Arnfield talks to key developers that are testing chatbots for …
How AI is reshaping North America’s wealth management industry
Artificial Intelligence (AI) is emerging as a key technology for the North American wealth management industry. Alongside the rise of chatbots, AI is being deployed …
How important is emotional intelligence for private banks?
As private banks’ product offerings become ever more homogenous, and digital channels become more sophisticated and commonplace, is the emotional intelligence of advisors the special …
Luring the wealthy to the Isle of Man
The Isle of Man (IOM) is looking to diversify away from financial services as banks on the island have been consolidating since 2008. A number …
Private Banking in Africa: Wealth taxes and amnesties
The boom-years seemed unstoppable. Africa was once the new China. Private wealth was surging and a new entrepreneurial class of African HNWI were ready to be private banked. But that boom did stop. No…
