All articles by John Schaffer

Are family offices engaging in too many banking relationships?

Coutts: A truly holistic approach

How important is emotional intelligence for private banks?

Luring the wealthy to the Isle of Man

UBS’s gargantuan technology overhaul

UBS is widely seen in the industry as being at the forefront of innovation in the wealth space. Dirk Klee, UBS Wealth Management COO, tells PBI about the changes that are being made to its IT systems, and why it is not all about apps at the Swiss bank. John Schaffer reports

CEO INTERVIEW: A re-defined Eurozone focus for ABN AMRO

After consolidating its private banking business through exiting Asia and the Middle East, the largest Dutch private bank is concentrating its efforts on north-west Europe. John Schaffer speaks with Jeroen Rijpkema, CEO, private banking international at ABN AMRO, to gather the details

Three myths about serving wealthy female clients

The private banking industry has an image of being severely male dominated. Its exclusion of women from important conversations is not only dated but also potentially dangerous. On the client front, there has been a steady rise of female millionaires in recent years. John Schaffer looks at the myths surrounding servicing female clients and how private banks can do better

UBS defends its high fees for newly launched robo advisor SmartWealth

Swiss bank UBS’s new robo advice service, SmartWealth, has been released primarily to target the UK mass affluent – a new segment for the private bank that has traditionally serviced only millionaires. John Schaffer gets a first look at what the new offering is all about

Collaboration over disruption the key theme for WealthTech at Finovate Europe 2017

John Schaffer reports on the key WealthTech highlights from the two-day event held in London, and details the fintech players that impressed the most

Collaboration over disruption: Key WealthTech takeaways from Finovate Europe 2017

This year’s Finovate Europe event in London showcased a healthy amount of vendors targeting the wealth space. But have fintech players opted to court the wealth industry’s traditional incumbents over going directly to the clients? John Schaffer highlights the three key takeaways that you need to know