Professional Wealth Management
December 31, 2025

Boosting profits from low-cost wealth management

Investment Quorum’s Petronella West discusses wealth management mergers, client journeys and the value of independent advisers, backed by affordable technology

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January 2, 2026

Leveraging the Chinese century

Former HSBC Group boss John Flint outlines increasing Asian opportunities, encouraging investors to understand a rising China gaining against a weakening US
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Swiss family mindset

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
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Spotlight on AI in wealth management

Hassan Suffyan from MSCI speaks to PWM about the impact of AI on adviser productivity and investments, while stressing the need for human relationships 
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Family dynamics and dialogues

Northern Trust’s Belinda Aspinall discusses structures, data and technologies needed to help wealthy clients manage and protect their portfolios