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
The high levels of M&A in the wealth management sector reflect the pressure for firms to find profitable business models in an increasingly congested and regulated marketplace
Quantitative easing will give a boost to Europe's economy but may need to continue into 2017 to counter deflationary pressures
As the ECB turns on the QE tap, what does this mean for stockmarkets? Macro Watch’s Richard Duncan and Raoul Ruparel from Open Europe give their views
Switzerland’s private banks have been trying to remodel themselves but the HSBC affair is the latest in a series of setbacks proving they still have a long way to go
Last year saw M&A activity, digital development and significant changes to business models across the wealth management landscape, and 2015 should be just as hectic
The profitability of Swiss private banks will be hit by the SNB’s withdrawal of the currency ceiling and could speed up the shift of some operations overseas
Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns
Wealth managers claim to put clients first, but most could do much more. Recruiting heads of client experience would help quicken the pace of change
As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come
Chapter 1 of 5 - Future of ETFs in private client portfolios: How ETFS changed wealth management
Industry experts from wealth management groups discuss the increased use of exchange traded funds in the portfolios of their private clients.
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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