Jean-Marc RIBES, Chairman of the Executive Board of Banque Richelieu France, was pleased to participate yesterday in a panel discussion at the 2026 Private Wealth Management Forum, organized by L’AGEFI.
He shared our vision of private banking during a session moderated by Mathilde Castagna, focusing on the following topic: “Essential family offices, strategic wealth management advisors, innovative fintechs, and new platforms: how can private banks make a difference? Do credit and cross-border wealth management remain key drivers?”
Key takeaways:
The emergence of new players can be partly explained by certain client expectations that have not been adequately addressed. Today, this expanded ecosystem strengthens the wealth management industry by creating synergies.
Our role is to bring a human touch back to private banking, and we must dedicate our time to the client.
Private banks make a difference through their support and services—particularly in wealth engineering—but above all through lending. The old adage “loans generate deposits” remains more relevant than ever.
Digital transformation, driven in particular by AI, paves the way for time savings in managing regulatory processes. This is a key opportunity to rekindle the magic of the private banking profession.
