Professional Wealth Management

WMS

Lessons in succession planning

Lessons in succession planning

By Elisa Battaglia Trovato

Succession planning in wealth management is critical but often fraught with challenges, particularly those stemming from complex family dynamics....
The Debrief: Global Wealth Management Summit 2024

The Debrief: Global Wealth Management Summit 2024

PWM's Yuri Bender and our panel of pundits discuss the AI and energy transition 'supercycles' transforming wealth management, plus technological, cultural and g...
Global Wealth Management Summit 2024

Global Wealth Management Summit 2024

The Global Wealth Management Summit is FT Live and PWM’s flagship gathering of private banks, family offices and wealth managers. Across two days, this year’s p...

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November 8, 2024

Post-election risks and opportunities: PWM Tea Break

Bank of Singapore's global chief investment officer Jean Chia and PWM's Yuri Bender discus investment options and challenges for global families getting to grip...
October 2, 2024

Why wealthy families are keeping it real

By Ali Al-Enazi

Against an increasingly uncertain economic and geopolitical backdrop, private bankers are shepherding clients into commodities, infrastructure and real estate a...
September 27, 2024

Asian wealth hubs compete for assets of global tycoons

By Yuri Bender

Singapore is steaming ahead as Asia’s most proficient wealth management centre, but Hong Kong is expected to catch up once China’s struggling economy begins to ...
January 13, 2024

Family governance and private markets expertise drive LGT’s growth

Prince Max of Liechtenstein, LGT’s chairman, speaks with PWM's Elisa Battaglia Trovato about the bank's successful push into Asia, its expertise in private mark...
November 21, 2023

Investing in the real deal

David Levi of Brookfield Oaktree Wealth Solutions shares his views on real estate and rebuilding infrastructure with PWM's Yuri Bender. ...
November 21, 2023

Spring’s action plan for HSBC

Annabel Spring, CEO of HSBC Global Private Banking & Wealth, describes to PWM's Yuri Bender how digitisation, demographics and diversification are transfor...