Professional Wealth Management

WMS

Leveraging the Chinese century

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...
Boosting profits from low-cost wealth management

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

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...

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December 26, 2025

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 ...
December 24, 2025

Family dynamics and dialogues

Northern Trust’s Belinda Aspinall discusses structures, data and technologies needed to help wealthy clients manage and protect their portfolios...
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...
November 25, 2025

Ultra-wealthy turning to advisers for more than money

Elisa Battaglia Trovato

As record family fortunes change hands, rising intergenerational conflict is forcing advisers to manage emotions and values as much as finances...
November 20, 2025

Family offices gain ground as private banks struggle to keep up

Elisa Battaglia Trovato

Family offices are emerging as the preferred model for managing complex, multi-generational wealth, driven by younger generations demanding independence, alignm...
November 13, 2025

The Debrief: Global Wealth Management Summit 2025

PWM’s Ali Al-Enazi and our panel of pundits discuss how AI is moving beyond its transformative potential and how investors are adapting to an increasingly fract...