Respondents to PWM’s twelfth annual sub-advisory research survey believe increased regulation and the promise of enhanced returns mean the use of third party managers will continue to grow
As volatility returns, many see structured products as having an important role to play in client portfolios
Cyprus is on the road to recovery with both its banks and economy having been restructured
With lower oil prices, a slowdown in China and predicted interest rate rises, how should investors respond?
Adviser recruitment and digital innovation have been central to UBS' success in Asia
Technology can be of huge benefit to both clients and advisers, but developing these solutions is expensive while some resist change
Events in Greece and China and the resulting stockmarket volatility have led to an upsurge in the popularity of money market funds, but this could prove short-lived with new regulations poised to take effect
The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers
As robo-advisers infiltrate the wealth management space, how will banks use technology to transform their own offerings?
The success of a new generation of entrepreneurs is bringing plenty of business to private banks, but it is vital to calm clients’ expectations and ensure they are not taking on too much risk, believes SocGen’s Eric Verleyen
Robo-advisers may use technology to offer a purely digital banking experience, but traditional wealth managers are now able to use data to empower their relationship managers and in turn benefit clients
Nick Wilson of the Qatar Investment Fund and IOTA’s Jean-Charles Charki debate whether Africa or the Gulf states offer greater opportunities to investors
It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees
A hike in interest rates by the Federal Reserve has been clearly signposted while emerging markets have better growth prospects than they did two years ago, but the developing world continues to eye central bank actions with trepidation
Multi-asset funds are proving increasingly popular among investors looking to diversify away from bonds and boost income, claims M&G’s Jonathan Willcocks, while Europe is expected to become the next sub-advisory battleground
The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond
Wealthy individuals are giving away their money in greater amounts than ever, and are asking for help in how best to do it. Private banks are ideally placed to offer this assistance, but too few have the capability to do it well
Technology offers private banks, struggling to stay up to date with clients’ changing mindsets, a way to engage more efficiently and to build deeper relationships with customers
Nutmeg, the online investment company, set out to deliver solutions to those clients who would not have interested traditional private banks, says CIO Shaun Port, but is also attracting those much further up the wealth ladder
Leveraged loans have many attractive characteristics and are well suited to the current economic climate but their complexity has traditionally put off investors. Is it time for a rethink?
Creating value through responsible investing
Global Private Banking Awards 2014
This highlights video features interviews with some of the regional and global winners, including UBS Wealth Management, Erste Bank, Nordea Private Banking, Santander Private Banking and Berenberg.
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