With tradition no longer enough to secure loyalty or growth, Swiss private banks are turning to brand identity as a key ...

Over calm-inducing chamomile tea, Sharmila Whelan, global macro strategist at Westbourne Research Services, shares her ...

Year‑end decisions made during the festive period, when different generations spend more time together, often help shape ...

US seizure of the Venezuelan president has a number of implications for the country’s economy, its institutional framework ...

Each month in PWM, eight top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a ...

A much-needed private wealth shake-up is being dictated by entrepreneur clients rather than product-pushing bank bosses ...

Former HSBC Group boss John Flint outlines increasing Asian opportunities, encouraging investors to understand a rising China ...

Longevity is changing the game for wealthy families and their advisers, who are now expected to arbitrate between generations ...

Nicole Curti of Capital Y in Geneva describes the challenge which the evolving family office ecosystem is laying down to the traditional private banking world ...

Fiona Mckay, CEO of Lightbulb Leadership Solutions, speaks with PWM about the perils of succession planning and how wealth managers can better serve female inheritors and entrepreneurs. Discussing the ...

Despite succession planning being high on their agendas, many families are failing to do enough to involve younger generations in the management of their wealth. Empowering the next generation to ...

With more than $83tn in wealth poised to change hands across generations over the next two decades, according to UBS, families are discovering that sustaining wealth is not just about managing money — ...