Business models
Mirabaud builds cautious digital update to traditional business
Ali Al-Enazi
Lionel Aeschlimann says the future of wealth management and of Mirabaud, the traditional bank which he runs, will be digital, personal and built to last...
Lombard Odier shifts focus to challenged UK entrepreneurs
Ali Al-Enazi
Entrepreneurs need business and investment support, including highly skilled portfolio management, but private banks can also help establish key connections wit...
Business modelsOPINION
Troubled investment firms must join the culture club
Yuri Bender
A conservative, often backward investment industry whose foibles are covered up by market movements is finally realising that human capital is a key component f...
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July 15, 2025
BNY’s wealth boss on politics, processes and portfolio management
Yuri Bender
Jose Minaya, head of investment and wealth management at BNY, talks to PWM about how the successful firm of 2030 will emerge from an unprecedented technological...
Business modelsOPINION
July 14, 2025
Asia-Pacific clients poised to switch wealth providers
Elliott Shadforth
In an era of global uncertainty, it is vital for forward-thinking Asian wealth managers to offer alternative investments and AI-led portfolio allocation strateg...
Global families in focusSPECIAL REPORT
July 8, 2025
Eyes of the Law: Hong Kong hotelier turns impact investor
Elisa Battaglia Trovato
Founder of Park Hotel Group, Allen Law, talks about managing an Asian property portfolio and his mission to improve family wellness through utilising artificial...
July 4, 2025
Wealth managers yet to benefit from ‘mind-blowing’ AI solutions
Ali Al-Enazi
While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new set of systems accompanying t...
July 3, 2025
Pictet prepares for third ‘gilded age’ of philanthropic giving
Ali Al-Enazi
Philanthropic Swiss private banks are navigating a new landscape, transformed by AI, climate change and disinformation...
June 26, 2025
Ex-Goldman wealth veteran focuses on family values
By Yuri Bender
While his 10-year stint at Goldman Sachs prepared him for serving as adviser to wealthy families, Yogi Dewan sees many challenges to the US wealth and asset man...