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Fabio Innocenzi, UBS
From Wealth Management / Private Banking June 22, 2016

Milan ripe for a private banking renaissance

With half of all Italian private wealth managed by retail banks there is huge potential for private banks to expand domestically

Craig Arenhold, StatPro South Africa
From Wealth Management / Private Banking June 8, 2016

Best to invest overseas warn South Africa’s wealth managers

South Africa’s private banks may excel in their use of technology, but the country itself faces myriad economic and political problems

Nick Levitt, HSBC
From Wealth Management / Private Banking June 3, 2016

New ethos needed to match millennials’ entrepreneurial spirit

The new generation of entrepreneurs are as motivated to change the world as they are to make money. Private banks must adapt in order to meet these needs

David Lai, Eastspring
From Wealth Management / Profiles June 1, 2016

Teething problems inevitable as China opens up, says Eastspring

The Chinese authorities’ attempts to manage a deteriorating economy should improve with experience, says Eastspring’s fixed income director David Lai

Maya Prabhu, Coutts
From Wealth Management / Private Banking May 10, 2016

Succession planning: Family unity key to establishing who will follow the leader

Both entrepreneurs and their offspring lose sleep over how family assets should be passed between generations, while wealth managers are terrified of losing clients. A clear and open discussion is vital in ensuring a smooth succession

Marguerite Griffin, Northern Trust
From Wealth Management / Private Banking May 10, 2016

Next generation reshapes world of philanthropy

Charitable activities can bring families together, but with younger generations frequently having different goals and ideas, they can also prove divisive

Michel Longhini, UBP
From Wealth Management / Profiles May 6, 2016

Asian expansion spearheads UBP’s global ambitions

UBP boss Michel Longhini discusses his firm’s takeover of Coutts’ Asian arm, the importance of asset management to his business and the challenges facing Swiss banks

PWM 0416 cover
From Wealth Management / Private Banking April 27, 2016

Finding the formula for brand success

The fund management business may be dominated by the branding power of global players but there are still plenty of boutique firms delivering healthy returns

EU UK flag pins - Getty
From Wealth Management / Business Models April 5, 2016

Brexit could benefit City of London

Some of the names may change, but London is well placed to survive, and may even thrive, as a financial centre should the UK vote to leave the EU

Jürg Zeltner, UBS
From Wealth Management / Business Models March 22, 2016

Time to unleash the geeks on unsuspecting public

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

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From PWM Research April 3, 2017

Changing population dynamics top long-term trend for private banks

The population, urbanisation and ageing theme is the top cross-sector investment theme according to private banks, with 75 per cent of respondents to PWM’s Global Asset Tracker implementing it in client portfolios

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