In Episode 90 of Banking Reinvented, host Heidi Custers speaks with Rom Atapattu, Co-founder and Group CEO of the Patronus Group, about how private banking is changing and what that means in practice.

Drawing on more than 25 years across Swiss and UAE private banking, Rom shares his perspective on the Great Wealth Transfer, AI-supported relationship banking, shifting client expectations, and why trust, judgment, and personal context still sit at the heart of wealth advice.

The conversation also explores what private banks often get wrong, why most client conversations are not about money, and how new wealth hubs like Mauritius are emerging alongside more established markets.

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