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From Comment / Consultants' Corner January 14, 2019

Getting inside clients' heads helps wealth managers build better brands

By taking the time to better understand what delights and frustrates clients, wealth managers can amplify the effects of making small changes to more effectively address larger challenges and reposition their brand accordingly

Frank Zhang, China AM
From Wealth Management / Private Banking December 17, 2018

Asian wealth management industry comes of age

Private banks active in Asia must contend with turbulent markets and ongoing recruitment problems in their quest to forge deeper relationships with clients

Michael Gruener, BlackRock
From Fund Managers / Distribution December 17, 2018

Broad menu benefits BlackRock but performance remains key

BlackRock’s Emea retail boss Michael Gruener aims to deepen relationships with the firm’s biggest clients while also picking up new business from smaller banks 

                   
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From Comment / Editor's Analysis December 17, 2018

Focus on ‘will of the people’ misses bigger Brexit picture

Much of the talk around the ongoing Brexit process ignores the importance of trade and the myriad benefits of closer relationships with neighbouring countries

Fahad Kamal, Kleinwort Hambros
From Asset Allocation / Alternatives December 17, 2018

Promise of a smoother ride boosts interest in alternatives

Alternative investments such as private equity and hedge funds promise returns that are uncorrelated to increasingly turbulent public markets. Should those who can gain access be boosting allocations?

Alain Berry, Amundi
From Fund Managers / Distribution December 17, 2018

Innovative solutions add to attraction of boutique fund firms

Large houses continue to dominate asset flows, but smaller fund managers offering appealing products are very much in demand

Gucci
From Wealth Management / Private Banking December 17, 2018

Taking a leaf out of the luxury sectors’ playbook

Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials 

Helen Westropp
From Wealth Management / Private Banking December 17, 2018

Damage limitation: how to stop setbacks becoming fatal

Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it

Lee Wong, Lombard Odier
From Wealth Management / Family Offices December 17, 2018

ESG and private equity dominate Far Eastern family forum debate

Family offices across Asia are building networks of like-minded individuals in order to swap ideas and find investment partners   

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From Awards November 8, 2018

Global Private Banking Awards 2018 - Analysis: US private banks spread their wings

Citi unseating UBS for top spot in PWM’s annual private banking awards is indicative of a wider trend of US institutions’ increasingly ambitious global plans

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From Awards November 8, 2018

Global Private Banking Awards 2018: Winners’ Profiles – Regional Winners

  

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From Awards November 8, 2018

Global Private Banking Awards 2018: Winners’ Profiles – Best Service Offerings

   

Mouhammed Choukeir, Kleinwort Hambros
From FinTech November 16, 2018

Fintech on Friday: Clients crave comfort of human touch in volatile times

Even robo-advisers have recognised that clients need an element of human interaction when it comes to managing their wealth

Keyu Jin, LSE
From Asset Allocation / Portfolio Management November 14, 2018

Trade war a symptom of changing relationship between China and the US

In the short-term, the trade spat with the US could prove damaging to China, but the picture changes further down the line

Peter Charrington, Citi
From Wealth Management / Private Banking November 8, 2018

Citi’s success reflects a changing of the guard

US banks are enjoying a renaissance, believes Citi’s private banking boss Peter Charrington, as they have been quickest to adapt their business models to the post-financial crisis world

From Fund Selection January 16, 2019

Fund selection - January 2019

Each month in PWM, nine top European asset allocators reveal how they would spend €100,000 in a fund supermarket for a fairly conservative client with a balanced strategy

From FinTech January 4, 2019

Fintech on Friday: Wealth managers’ digital strategies due an upgrade

Wealth managers have relied on a series of assumptions, many of them misplaced, about the way their clients want to use digital. It is time for things to change

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Innovation, investment themes and getting the best out of family offices, private banks and the financial hubs they are based in, were among the key topics discussed at the FT Wealth Management Summit in London

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