The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond
As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow
Asia’s wealth is expanding at a fantastic rate but the region’s wealth managers are struggling to keep up and many need radical overhauls to attract clients
Boutique banks, global players and the new robo-advisers are all scrapping for a share of the world wealth pie. Can all prosper?
Only a minority of wealth advisers are able to convince clients to follow them when they move to a new firm, which should change how banks go about hiring staff
A.A. Advisors’ Christophe Boucher and Bertrand Maillet debate with Alan Miller of SCM Direct whether smart beta strategies are suitable for private clients
Adventurous investors can certainly expect to find opportunities in those regions contributing to global instability
Hong Kong has experienced huge growth as an international wealth centre in recent years but by signing up to Fatca regulations it could be in for a bumpier ride
Bradesco’s Reinaldo Le Grazie and Manuela D’Onofrio of UniCredit discuss which of the Bric economies offers the best investment opportunities
Events since 2007 suggest modern portfolio theory is no longer relevant, though some in the wealth management industry are slow to change, leading to losses for private clients
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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