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WMS

Boosting profits from low-cost wealth management

Investment Quorum’s Petronella West discusses wealth management mergers, client journeys and the...
WMS

Swiss family mindset

Nicole Curti of Capital Y in Geneva describes the challenge which the...

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WMS December 26, 2025

Spotlight on AI in wealth management

Hassan Suffyan from MSCI speaks to PWM about the impact of AI on adviser productivity...
WMS December 24, 2025

Family dynamics and dialogues

Northern Trust’s Belinda Aspinall discusses structures, data and technologies needed to help wealthy clients manage...
WMS December 22, 2025

Wealth transfers unravelled

EFG’s Yevgenia Goti Kouokoumaki speaks to PWM about the challenges facing private banks targeting different...
Wealth Tech Awards
December 17, 2025

Wealth Tech Awards 2026: Judges

PWM

For biographies of our panel of judges visit PWM’s dedicated Wealth Tech Awards micrositeAlois PirkerFounder...
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