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Elliot Smither web
From Comment February 6, 2020

Private View Blog: ESG - do it for the kids

Private banks are finding that ESG is a way for them to establish relationships with the next generation of clients

Elliot Smither web
From Comment January 23, 2020

Private View Blog: Is private equity the ideal way to tap into African growth?

Private equity seems well suited to opening up the African continent to foreign investors, but deal flows remain small

Pile of banknotes
From Comment / Consultants' Corner January 6, 2020

What do clients really want from their wealth manager?

High net worth clients are discerning and demanding of their wealth manager. But firms that can deliver what they want can find themselves with a loyal client base 

Elisa Trovato web
From Comment December 18, 2019

Private View Blog: Want to boost performance? Hire more women

There is evidence funds could boost performance by increasing the gender diversity of their management teams, but change is proving a slow process

PWM 1219 cover web
From Comment / Editor's Analysis December 17, 2019

Banks out to prove they are in the same decade as clients

Private banks are well aware they need to adjust their offer to clients, with an increasing focus on private equity, real estate and ESG products along with a shift in the way they manage relationships

Elisa Trovato web
From Comment November 28, 2019

Private View Blog: Private equity - why it pays to get women in on the deal

Deals finalised by a gender-diverse investment committee outperform those led by male-only teams, yet the private equity industry continues to struggle to attract women

Customer loyalty teaser
From Comment / Consultants' Corner November 18, 2019

How wealth managers can build a loyal client base

High fees and lacklustre performance have been the dominant drivers for clients looking to change wealth managers. Firms must address these issues, but there are other measures they can take to attract and retain clients

Elisa Trovato web
From Comment November 14, 2019

Private View Blog: Are billionaires a force for good?

The wealthiest members of society are both celebrated as job creators and vilified as a symptom of a society which badly needs reform

Elizabeth Warren
From Comment / Consultants' Corner November 11, 2019

Investors should fear Warren’s plans to reshape US economy

Should she become president, Elizabeth Warren has ambitious plans that would alarm markets and investors

PWM 1019 cover
From Comment / Editor's Analysis November 1, 2019

US ‘Superbanks’ leave Swiss rivals redrawing strategies

While US private banks have used the huge wealth generated by a booming economy to transform themselves, European players, and the Swiss in particular, are having to overcome multiple headwinds. One thing is certain though: the successful firms of tomorrow will be the ones who put clients firmly at the heart of their business

Investors in emerging markets are beginning to see Ukraine as an interesting macro-economic story, says ICU Founding Partner Makar Paseniuk; while the firm’s Head of Venture and Tech Investments discusses start-up potential.

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