Private Banking Survey  •  Private Banking Debates Across the Decades

 

Global private banking debate: PB embraces the modern world

Global private banking debate: PB embraces the modern world

August 28, 2019
By ELLIOT WILSON

Private banks across the world are changing fast, placing greater emphasis than ever on a host of key factors. The best wealth managers are busy boosting inclusivity, emphasising technology and security, and ensuring they are on-point when it comes to meeting compliance needs.

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FIFTY YEARS OF PRIVATE BANKING

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Wealth management: Bank of Morgan Stanley

Wealth management: Bank of Morgan Stanley

April 26, 2019

Ten years on from the crisis, Morgan Stanley was already a different animal, with a shift to half its revenues generated from wealth management – what will it look like in another 10 years? Maybe more like Bank of America or JPMorgan…

Wealth management: The Next Generation

Wealth management: The Next Generation

February 06, 2019
By HELEN AVERY

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.

Women in private banking: Why we need a new normal

Women in private banking: Why we need a new normal

February 06, 2019
By HELEN AVERY

Wealth management was built by men for men, but now that women will become the largest beneficiaries of the $30 trillion intergenerational wealth transfer, the industry needs to overhaul itself.