Business models
Start-ups and private banks move closer together
A seemingly backward wealth management industry is finally starting to accommodate clients’...
Wealth managers see huge potential in GenAI though yet to put it into practice
GenAI has the potential to free up relationship managers’ time though few...
Business models OPINION
Utilising technology to power up investor relations
Younger generations are expected to change financial advisers upon inheriting wealth. Firms...
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June 27, 2024
Private banks embrace luxury lending market
Allowing luxury items such as fine art or yachts to be used as security for...
June 24, 2024
Bel Air targets fresh princes
In a world where 70 per cent of heirs fire or change advisers after inheriting...
May 22, 2024
Growing pains: Julius Baer strives to keep its innovative spirit alive
Nic Dreckmann, CEO of Swiss stalwart Julius Baer, discussed the challenges provided by the bank’s...
Business models OPINION
May 7, 2024
Wealth and asset managers stronger if they pull together
With both the asset and wealth management sectors plagued by higher interest rates and fee...
May 3, 2024
Living on the wealth management front line
Rathbones’ chief operating officer Andy Brodie, who spent 10 years in the British Army, faces...
Business models OPINION
April 23, 2024
Adapting the lessons of retail to wealth management
Both luxury and consumer retail outlets offer valuable lessons for wealth managers, with data-driven insights...
April 22, 2024
The changing role of relationship managers
The role of the relationship manager in wealth management is professionalising, with advisers needing to...