December 22, 2025
Wealth transfers unravelled
EFG’s Yevgenia Goti Kouokoumaki speaks to PWM about the challenges facing private banks targeting different generations of investors, including family mediation
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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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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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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