Professional Wealth Management

Business models

New era for multi-family offices heralded by Corient expansion

New era for multi-family offices heralded by Corient expansion

Ali Al-Enazi

A series of mergers in the family office space signals a changing landscape for wealth management as the battle between scale and expert advice increases in int...
Standard Chartered intensifies wealth push

Standard Chartered intensifies wealth push

Elisa Battaglia Trovato

The global bank with deep roots in Asia is sharpening its focus on the wealth business, but success may hinge on closing the gap between ambition and delivery...
Burnout, bonuses and the illusion of success

Burnout, bonuses and the illusion of success

Kanishk Swarup

Wealth managers often assume their clients are successful business leaders, but digging deeper shows many high net worth individuals are highly problematic char...

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August 22, 2025

The power of precision: private banks turn to new generation of clients

Mark Trousdale

By combining different types of artificial intelligence, wealth managers can deliver a personalised service to today’s younger, affluent clients...
August 19, 2025

Invesco boss questions robotic revolution narrative in asset management

Yuri Bender

Andrew Schlossberg, CEO at US giant fund house Invesco, frowns at any talk of revolutions in technology and private assets, believing investment firms must firs...
August 18, 2025

Family office founder promotes investing with ‘joy and emotion’

Elisa Battaglia Trovato

Serial entrepreneur David von Rosen has built his fortune by embracing risk and rejecting conventional wealth preservation...
August 5, 2025

Sellers’ market ramps up bids for UK wealth management firms

Sunil Samani

An appetite for UK wealth manager acquisitions has fuelled massive price inflation, but finding the correct cultural fit between teams remains a key component o...
July 29, 2025

BNP Paribas seeks to selectively expand global wealth footprint

Ali Al-Enazi

Vincent Lecomte, chief of the wealth management unit at BNP Paribas, is setting his sights on next-gen investors, Asia’s surge, and staying ahead of fintech dis...
July 28, 2025

Wealth managers must focus on their multilateral world

Michael Jarvis

Underpinning financial stability and market predictability, multilateralism allows family offices and private banks to support a resilient global economy throug...