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Julius Baer - Getty
From Comment / Consultants' Corner January 14, 2016

Is the wealth management M&A boom set to continue?

Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note

From Comment / Consultants' Corner December 15, 2015

Can Credit Suisse’s social network for the wealthy succeed?

The success or failure of Credit Suisse’s new Eleven Group will be dependent on the extent to which it understands client engagement and provides a flexible framework for collaboration driven by users  

From Comment / Consultants' Corner December 1, 2015

Individuals failing to plan for transfer of wealth to next generation

The largest transfer of wealth in history is due to happen in the coming years, but surprisingly few wealthy individuals have plans in place

From Comment / Consultants' Corner November 17, 2015

Big is not always beautiful for finding success in Asia

Leading wealth managers may believe they need to be of a certain size to succeed in Asia, but there is little evidence to back up these claims and smaller players can still thrive

PWM 1115 cover
From Comment / Editor's Analysis November 4, 2015

Innovation part of wider move out of the shadows

Private banks talk a good game about technological transformations but many are just tinkering rather than truly innovating

From Comment / Consultants' Corner October 29, 2015

UBS attempts to answer life’s big questions

Financial service firms often struggle to communicate their values to clients, which makes UBS’ new branding campaign all the more impressive

From Comment / Consultants' Corner October 27, 2015

Making video marketing work for financial services

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

PWM 1015 cover
From Comment / Editor's Analysis September 27, 2015

Banks must embrace both man and machine

The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers

From Comment / Consultants' Corner September 23, 2015

UBS reaps rewards of Asia-first strategy

Many of the world’s largest wealth managers have tried to conquer Asia but few have been as successful as UBS, with adviser recruitment and digital innovation central to its success

Nick Wilson, Qatar Investment Fund
From Comment / Great Debate September 4, 2015

Does Africa or the Gulf burn brightest?

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

Using options in portfolio management

 

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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