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From Comment / Consultants' Corner March 17, 2014

Wealth managers fail to match clients' changing objectives

Wealthy clients often swap managers when undergoing a lifestyle change, suggesting advisers are not doing enough to adapt

Ineke Valke, Theodoor Gilissen
From Comment / Great Debate March 4, 2014

Should investors still favour emerging economies?

Ineke Valke of Theodoor Gilissen and BlackRock’s Jeff Shen discuss the role emerging markets should be playing in portfolios

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From Comment / Editor's Analysis February 28, 2014

Time for alternative investments to play their part

Private investors continue to sit on piles of cash, but it is up to bankers to educate them about the need for efficient allocations

From Comment / Consultants' Corner February 11, 2014

Credit Suisse offloads German operations

The sale of Credit Suisse’s private banking operations in Germany has come as something of a surprise, but the country remains a tough nut for foreign banks to crack

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From Comment January 31, 2014

Gazing into the future of wealth management

The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?

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From Comment / Editor's Analysis January 30, 2014

‘Gatsby’ era draws to a close for private banks

Private banks are reworking business models in response to new regulations such as RDR, but there are other costs, for example spiralling salaries, which need to be addressed

Peter Jenkins, Nomura Asset Management UK
From Comment / Great Debate January 28, 2014

Will Abenomics finally bring an end to Japan’s lost decades?

Nomura’s Peter Jenkins and Mads Pedersen of UBS Wealth Management debate whether Abenomics will prove to be a lasting cure for Japan’s ills 

Alvaro Sobrinho, Banco Valor
From Comment / Great Debate December 5, 2013

Should investors head to Africa or Asia in the hunt for returns?

Banco Valor’s Alvaro Sobrinho and James Cheo from HSBC Private Bank debate the merits of investing in Africa and Asia

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From Comment / Editor's Analysis November 29, 2013

Swiss must use crisis to forge new models

Swiss private banks face problems which in combination may prove fatal for some, but those that adapt can enjoy a bright future

From Comment / Consultants' Corner November 25, 2013

Global players find place for Africa on investment map

Africa’s economic growth is attracting global investors, while wealth managers are seeking business among its HNW population

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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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