5 days ago · Nicolas Syz, head of wealth management at Geneva's Syz Group, shares a cuppa with PWM's Yuri Bender and Ali Al-Enazi, discussing struggles of Swiss banks to differentiate and rebrand themselves,...

About Us. Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.

6 days ago · Bridging the generation gap and leveraging technology will be two overarching trends shaping wealth management in 2025. With an unprecedented transfer of wealth between generations on the horizon, major players must adapt to the evolving expectations of younger investors. According to Capgemini’s global banking industry leader, Gareth Wilson, the industry must embrace technology ...

Nov 8, 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 panel discussions and interactive masterclasses will address operational issues for leaders across the executive board, the implications of geopolitical dynamics for investment officers, and product development strategies to capture ...

4 days ago · As the industry grows, pressure to consolidate is expected to increase, and there seems to be no reason to downgrade PwC’s 2023 prediction that one in six AWM groups would disappear or be swallowed by larger rivals in the coming years.. Economies of scale. On the traditional investment front, several factors are causing asset managers to feel the pinch. ...

Dec 11, 2024 · First, geopolitical risks are escalating across various regions, with global conflicts intensifying. From the war in Ukraine to ongoing tensions in the Middle East and east Asia’s territorial disputes, the world is navigating an increasingly unstable environment.. The financial impact of these tensions is already being felt, with defence budgets surging worldwide.

Nov 7, 2024 · Best Branding in Private Banking. Lombard Odier. After two years of winning the best branding in Europe, Lombard Odier secured the global accolade with its “nature’s regenerative power” campaign, which publicises the bank’s commitment to sustainable investing as a critical way to preserve and grow wealth for the long term.

Nov 11, 2024 · PWM's Yuri Bender and our panel of pundits discuss the AI and energy transition 'supercycles' transforming wealth management, plus technological, cultural and geopolitical challenges - including the recent US election - which are often slowing the industry's progress

Feb 4, 2025 · The key to overcoming these obstacles lies in taking a measured approach. Rather than rushing through attempted wholesale transformation, successful firms are the ones starting with specific use cases where AI demonstrates clear value, such as automating routine contract review or streamlining investor reporting.

Jan 31, 2025 · Ali Al-Enazi: We have another piece by Paul Jackson, head of asset allocation at Invesco, who suggests US tech names have been overvalued and that European and Asian economies and stocks are much more likely to benefit from a global growth upsurge in 2025. Do you agree Oscar? Oskar Åslund: Looking at the crypto sector, I definitely see that in places like Singapore and also Hong Kong and Dubai.