The key lesson of the last 25 years is that the wealth management industry still seeks an elusive equilibrium, combining harmony and civility with innovation and investment returns ...

AI is transforming how private banks research and test investment ideas, while CIOs seek to turn faster analysis into better ...

Private bank investment heads see growing opportunities in alternatives, but greater competition for attractive deals is ...

Private banks expect clients to boost emerging market equity allocations, even as questions emerge over the sustainability of ...

Joakim Agerback, partner and lead portfolio manager at the Finserve Global Defence & Security Fund, travels from Stockholm to ...

Even though higher yields are restoring bonds’ appeal, sovereign concerns are driving private banks towards corporate credit and emerging-market debt ...

A series of elections amid a poisoned global political system presents new challenges for markets and investors ...

PWM’s 2026 Global Asset Tracker reveals how private bank CIOs are navigating geopolitical shifts, a global investment boom and intensifying competition for capital Share ArticleShare Governments are ...

A variety of gender-led investment indices are symptomatic of a broken scorecard which needs updating in a new era where ...

Gareth Wilson, global banking industry leader at London-based consultancy Capgemini, talks to PWM about private banks phasing out a stale system of profiling clients as we head into a persuasive ...

I lost my father a few years ago. Within weeks, his tax adviser passed away — the only person who knew my family’s full financial picture. It just compounded the grief and the challenge in navigating ...

Dividing an inheritance can raise questions that go far beyond money, from control of a family business to sibling relationships and perceptions of favouritism Leonardo Maria Del Vecchio failed in his ...