A much younger cohort of advisers and investors are taking their lead from the retail sphere and demanding a broader range of assets and information sources from their wealth manager.
How private and retail banks are dealing with the sustained challenge from robo-advisers and building a new digital ecosystem that relies more on collaboration than confrontation.
The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.
Human centricity and psychology is key to constructing new models which derive inspiration from the Big Techs while maintaining trust and longevity associated with private banks.
Les Khan, CEO of the Citizenship Investment Unit in St Kitts and Nevis, talks to PWM about how regional unrest in many parts of the world raises demand from wealthy families looking for a quieter life in the Caribbean
Caribbean island nations such as Dominica are doing brisk business in marketing citizenships, in return for infrastructure or property investments, to the world's mobile elites. His Excellency Emmanuel Nanthan
Investment themes - including healthcare, the reviving travel industry and likely global dominance of China - are central to understanding the future content of private client portfolios, according to Nannette Hechler-Fayd'herbe
Nannette Hechler-Fayd'herbe, Chief investment officer, International Wealth Management, Credit Suisse, discusses major demographic trends related to the ageing global population, the increasing spending power of 'silver' investors and the transfer of
The intricate links between food production methods, physical health and the world's changing climate are examined by Marisa Drew, Chief sustainability officer, Credit Suisse
It is crucial to understand women's investing psychology and appreciate which areas of life and society they care about, before determining the nature of their portfolios, believe Nannette Hechler-Fayd'herbe, Chief investment officer,