Europe’s wealthiest individuals are demanding relationships with private banks be run on their terms, but not all firms have embraced this new reality
The automatic exchange of tax information between countries is, to an extent, a welcome development, but will officials be able to cope?
The ONE campaign’s David McNair and James Quarmby of law firm Stephenson Harwood are at odds over the benefits of greater transparency
A period of consolidation is underway as banks refocus efforts on their most profitable markets
Unless the number of quality relationship managers in Asia increases, private banks are likely to put greater resources into digital alternatives
Clients could end up with higher fees as private banks pull out of their unprofitable regions and implement new business models
Saxo Bank’s Steen Jakobsen and Mark Burgess of Threadneedle discuss whether the Ukraine crisis will have much broader implications
Wealthy individuals are placing ever more importance on digital technology in managing their financial affairs, but trusted advisers still have a role to play
Pictet’s Chloé Koos Dunand and Ani Markova of Smith & Williamson discuss what role gold should be playing in portfolios
With banks looking to deal with fewer providers and clients finding comfort in brand names, the biggest fund houses are on the up
Convertibles bonds may be more technical than bonds or equities , but can be tailored to investors’ needs and offer a good alternative to both asset classes, explains Skander Chabbi, head of the convertibles team at BNP Paribas Investment Partners.
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