Professional Wealth Management

Business models

Banks that crack private markets will reap rewards

Banks that crack private markets will reap rewards

Yuri Bender

Despite all the hype about private assets, allocations remain stubbornly low — signs that this market is not an easy one to master...
Private banks failing to deliver on AI promises

Private banks failing to deliver on AI promises

Vikas Krishan

As technology fast becomes a commodity, orchestration is emerging as the hidden component of a successful business model...
Family offices approaching crunch point

Family offices approaching crunch point

Philip Watson and Amin Rajan

The mismatch between responsibilities and resources for family offices is widening, as many struggle to balance a range of tasks including managing money, legac...

Continue Reading

October 20, 2025

Future-proofing wealth by investing in tomorrow’s people

Sabari Raja

Investing in the fast-moving world of work, an under-recognised frontier, will likely prove a key strategy for the portfolios of wealthy families...
October 16, 2025

Redefining female leadership in family offices

Sreepriya NS

The shift of family leadership in India to include much greater female representation is helping introduce empathy, transparency and a more balanced approach to...
October 9, 2025

Pimco vice-chair signals end of ‘big cheque philanthropy’

Ali Al-Enazi

Changing patterns of philanthropic giving are highlighted by long-term investment expert John Studzinski, describing the emerging creative and entrepreneurial m...
October 7, 2025

Boutique family offices bet on intimacy

Elisa Battaglia Trovato

A generation of boutique advisory firms is holding the line and setting themselves apart from fast-consolidating larger rivals seeking scale and big-brand recog...
September 30, 2025

Striking the AI balance in wealth management

Martyn Johnson

In a world of increasing hype around artificial intelligence, experience from other industries shows that honing professional skills is the key to success...
September 18, 2025

EFG’s ‘Renaissance banker’ prepares for cultural transition

Elisa Battaglia Trovato

With geopolitical shifts, regulatory pressures and a historic transfer of wealth underway, EFG International is betting on trust, talent and targeted growth, sa...