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Chloé Koos Dunand, Pictet
From Comment / Great Debate May 8, 2014

Should investors hang onto their pots of gold?

Pictet’s Chloé Koos Dunand and Ani Markova of Smith & Williamson discuss what role gold should be playing in portfolios

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From Comment / Editor's Analysis April 28, 2014

Wealth players tune into big brand beat

With banks looking to deal with fewer providers and clients finding comfort in brand names, the biggest fund houses are on the up

Jim Hamel, Artisan Partners
From Comment / Great Debate April 7, 2014

Go for growth or value in a global upturn?

Jim Hamel of Artisan Partners and ING's Nicolas Simar discuss whether investors should head for growth or value-oriented stocks

From Comment / Consultants' Corner March 24, 2014

Swiss banks reeling as US tax deal begins to bite

Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities

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From Comment / Editor's Analysis March 21, 2014

Société Générale's return home a sign of things to come

SocGen’s sale of its Asian private banking unit to DBS marks a change of emphasis for the bank and could be the first of many

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?

Latest PWM video

Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

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