- How are private banks defending fees when investment insights and portfolio management tools are increasingly accessible to affluent individuals?
Which capabilities are best outsourced, and where are private banks choosing to retain direct control?
- As private equity-backed consolidators target the industry, how are wealth managers protecting the value for end-clients?
What does hyper-personalisation look like for the next generation private clients, and how are banks delivering it at scale?
Bolstering private banking's value proposition in the age of AI
Private banks are confronting a structural squeeze. Next-generation clients are disillusioned with commoditised, undifferentiated services, and unprecedented access to investment information online is casting the value of professional advice into doubt. Meanwhile, operational costs are climbing and margins are tightening, forcing firms to re-evaluate their business models and investment priorities.
An influx of new competitors is compounding the pressures for traditional banks. Insurers, fintechs, and neobanks are making inroads into the industry, each vying for a share of the expanding global asset pool. Private equity investors are pursuing consolidation opportunities and exposure to wealth management’s recurring revenue streams. Private banks are responding by narrowing their focus on core strengths, outsourcing to specialists to expand product access for sophisticated clients.
Operational and technology teams must urgently overcome the constraints of legacy architecture to deliver the hyper-personalised experiences expected by next-generation clients. As HNWIs increasingly split their assets across residences, wealth structures, and booking centres, banks are leveraging AI to provide holistic and insight-driven advice.
Hosted by FT Live and PWM, this webinar will convene leading private bankers to debate how best to retain pricing power and modernise operating models in an age of heightened competition. Our panel will explore the ramifications of industry consolidation, next-generation demands for personalisation, and the role of partnerships and technology in creating meaningful client-advisor relationships.
Discussion Points
Join the discussion
Gain insights from leading private bankers debating how best to retain pricing power and modernise operating models in an age of heightened competition. Registering grants you access to the live stream and video on-demand content for 30 days. Register to join us below!
Global Wealth Management Summit 2026
Taking place on 4-5 November in London, the summit is FT Live & PWM's flagship gathering of private banks, family offices and wealth managers. Across two days, this year's summit will see expert panel and roundtable discussions around redefining advice for the next generation of wealth.
The Early Bird sale is on now, ticket prices will increase after 15 September.
Visit the website to register, find out more and see what you can expect from 2026.
Speaking Enquiries
Charlotte Way
charlotte.way@ft.com
General Enquiries
Aimee Haddock
aimee.haddock@ft.com
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