Private Banking and Wealth Management Survey 2019: Results Index
More than 2,000 private bankers took part in the 2019 Euromoney private banking survey. See who’s up and who’s down globally, regionally and by country.
|Wealth management: The Next Generation
The last 20 years of private banking have been all about building scale, international growth and professionalization; the top wealth managers are still getting bigger and are confident they have the right model – but as they struggle to maintain quality of service under pressure on revenues, new specialists are emerging.
|Private banking architects: Modern wealth management
In a supposedly slow-moving industry, the amount of change in global wealth management over five decades has been remarkable.
Private banking across the decades
|Women in private banking: Why we need a new normal
Wealth management was built by men for men. Now that women will become the largest beneficiaries of the $30 trillion intergenerational wealth transfer, the industry needs to overhaul itself. If it doesn’t, it will be letting down more than just its female clients.
|Who stays in Asia, wins in Asia
For many private banks that set up in Asia in the last decade, the cost of doing business kept them locked out of the vast expansion of wealth in the region; those that didn’t leave are settling into a more mature industry, but they are a long way from being able to relax.
|Wealthtech 2.0 – when human meets robot
If there was ever a risk of client advisers being replaced by robots, that danger has now passed. Today both robo-advisers and large wealth managers see the importance of having humans and technology work together.
|From private bank client to farmer: a Chinese model of social lending
Financial services group CreditEase runs an app through which its private banking clients can be connected to needy women farmers in China’s rural interior. It’s a remarkable initiative taken up by 200,000 farmers and shows what can be done with low-level credit. But how does the risk management work?