Private Banking Survey  •  Private Banking Debates Across the Decades

 

 

Wealth management: The Next Generation

Wealth management: The Next Generation

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

By HELEN AVERY

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.

 

 

 

PRIVATE BANKING SURVEY more on the private banking survey

 

              

 

 

PRIVATE BANKING DEBATES

 

 

 

FIFTY YEARS OF PRIVATE BANKING

Private banking: Who stays in Asia, wins in Asia

Private banking: Who stays in Asia, wins in Asia

By HELEN AVERY

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.

India’s wealth managers find profit in the provinces

India’s wealth managers find profit in the provinces

By ELLIOT WILSON

The face of wealth management in India is changing, as vast fortunes are made by young digital disruptors and as private banks venture out of the main commercial hubs in search of untapped profit and potential in second-tier cities.