All articles by John Schaffer

John Schaffer

Objectway rolls out new digital wealth experience platform

Objectway, a provider of software and services to the EMEA investment management industry, has launched Conectus, its new digital wealth platform.

An analogue bank in a digital world

In an industry that is inundated by digital disruption alongside the tradition of sticky client relationships, private banks can often suffer from an existential crisis. Hampden & Co. a new entrant into the UK market, has adopted a traditional model based upon client relationships. John Schaffer speaks with Graeme Hartop, the bank’s chief executive, to find out more

A wealth of technology

Technology innovations are certainly the hot topic in the wealth management and private banking industry amidst the fear of digital disruption and the need to engage millennials. Huw Thompson, business development director for wealth management services at Equiniti, discusses the technology trends in the wealth industry. John Schaffer reports

Private banking industry’s reaction to the Greek debt crisis

Another act of the Greek tragedy ensued over the weekend as talks between the troubled country and its creditors broke down. Global stock markets slid on 29 June as Greece closed its banks and restricted ATM withdrawals to EUR60 per day. The country looks set to miss the EUR1.55bn debt repayment to the IMF tonight

Fields of gold

The number of HNWIs continues to grow in the UK, providing a captive market for the private banking and wealth management industry. Amidst tighter regulatory controls, the UK is still amongst the most favourable locations for the wealthy to seek management of their assets. John Schaffer looks further into statistics provided by the WealthInsight database

London Calling

The 2nd annual PBI Conference: London 2015 saw some of the leading experts in the private banking and wealth management industry come together on 3 June. Distinguished industry experts discussed a wide range of pivotal topics, including UK’s position as a global wealth hub and the integration of digital services in the industry. John Schaffer provides an overview

Lloyds Private Bank launches London Expat Service

Lloyds International Private Bank has launched a London Expat Service, providing face to face support for high net worth individuals (HNWIs) moving to the UK.

KBL epb adopts Lombard Odier’s G2 technology platform

Lombard Odier and with KBL European Private Bankers (KBL epb) have signed a partnership agreement to aid KBL epb’s IT and operations activities.

Barclays to sell off wealth & investment management Americas unit to Stifel

Barclays has signed an agreement to sell its wealth and investment management franchise in the Americas to Stifel Financial Corp.

Riding the digital wave

As wealthy individuals increase their demand for digital channels and easily accessible information on their portfolios, beyond the traditional face to face meetings with relationship managers, private banks and wealth managers must evaluate their digital priorities to successfully keep up with client demands. John Schaffer talks to private banks in Europe to understand their digital journeys