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Jürg Zeltner, UBS
From Wealth Management / Profiles January 28, 2016

Asian expansion and technological innovation central to UBS’ plans for the future

Clients have never been in greater need of advice, believes UBS boss Jürg Zeltner, and private banks need to strike a balance between technology and the human touch to fulfil those needs

Julius Baer - Getty
From Wealth Management / Business Models 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

Jeroen Rijpkema, ABN Amro
From Wealth Management / Business Models November 23, 2015

ABN Amro concentrates on quality over quantity

Rather than expanding on all fronts, ABN Amro plans to target growth in specific markets, according to private banking boss Jeroen Rijpkema, with a different domestic focus for each

Gerard Aquilina
From Wealth Management / Family Offices November 19, 2015

Family offices develop a taste for private equity

Family offices’ long-term investment horizons make them ideally suited to private equity investing, but many lack the internal expertise to succeed in the asset class, creating an opportunity for third-party investment boutiques

Jamie Black, Sarasin
From Wealth Management / Profiles November 18, 2015

Clients warming to Sarasin’s two-pronged thematic process

Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters 

Nick Hungerford, Nutmeg
From Wealth Management / Private Banking November 16, 2015

Technology integral to future of wealth management

Private banks must improve their digital offerings but human advisers have a role to play too

GPBA logo 2015 cropped
From Wealth Management / Private Banking November 13, 2015

Global Private Banking Awards 2015

The ceremony for PWM's seventh annual awards took place in Singapore on 4 November

From Wealth Management / Private Banking November 12, 2015

Global wealth falls but inequality on the up

Global household wealth is increasingly concentrated at the top end with the middle classes the ones being squeezed

PWM 1115 cover
From Wealth Management / Private Banking November 4, 2015

Global Private Banking Awards Analysis: New players rise up to challenge for ‘Champions League’

The seventh annual Global Private Banking Awards see continued success among established global players, but they now face real competition at regional level 

Stephen Skelly, HSBC
From Wealth Management / Business Models November 2, 2015

Time to professionalise family business governance

Most successful business families have a good governance framework in place which evolves through generations and adapts to changing circumstances

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