Profiles written by James King, Joy Macknight, Chris Newlands and Henry Smith
Now in their ninth year, the awards have broadened to include wealth management firms and multi-family offices across regions, alongside a global cohort of tech...
A total of 60 winners were recognised this year, up from 34 last year, comprising 32 private bank winners, nine in the wealth manager/MFO category, and 19 in th...
As private banks race to modernise, Van Lanschot Kempen has taken a different route, building capabilities in-house and embedding technology into the business, ...
Although wealth managers have moved fast to introduce AI and data analysis, many can struggle to build an appropriate culture to foster high-level innovation...
Private banks, wealth managers and family offices are. pushing ahead with AI, but many underestimate the structural weakness limiting its value: fragmented, inc...
As performance dispersion widens within mega cap technology, an AI value-chain approach to stock selection may provide broader exposure and improved portfolio r...
Matilda Malmgren, principal of digital transformation consultancy Elixirr, talks to PWM about her experience of working with both traditional and new-style weal...
While private banks talk endlessly about their digital transformation agenda, many are simply applying ‘tech lipstick’, which pastes AI tools onto creaking plat...
A focus on data, processes and culture allows family offices to make the most efficient digital transition, while ensuring that any changes are incremental...