Business models
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...
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...
Investment firms seek to face down Trump threat
Yuri Bender
Wealth management bosses are privately critical of President Trump’s chaotic economic policies, but some leading voices are now calling for collective resistanc...
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December 8, 2025
Women billionaires changing the future of global wealth
Elisa Battaglia Trovato
As female wealth accelerates and inheritance patterns shift, firms face both a challenge and a generational opportunity...
December 2, 2025
Private banks slow to respond to philanthropic families
Ali Al-Enazi
As a new era of wealth transfer dawns, charitable giving is being increasingly shaped by a combination of emotional readiness, liquidity events and shifting per...
Business modelsOPINION
November 28, 2025
Stone Age brains struggle to decipher modern markets
Matt Slavin
An ancient mindset suited for hunting and gathering needs major upgrades for the detailed analysis necessary to negotiate complex financial systems...
Business modelsOPINION
November 27, 2025
Investors should be treated like invited guests
William Laxton
Investment managers, typically focused on portfolio returns, can learn some key lessons from the service-oriented hospitality industry...
November 18, 2025
UniCredit wealth boss redefines retirement
Elisa Battaglia Trovato
A new type of banker, framing retirement as an opportunity rather than culmination of the wealth management process, is called for by UniCredit’s Renato Miragli...
PARTNER CONTENT
by Bank ABB
November 13, 2025
Agile banking in action: how financial institutions can adapt to a new era
Agile transformation helps banks deliver faster, engage customers and boost resilience...