Switzerland’s private banks have been trying to remodel themselves but the HSBC affair is the latest in a series of setbacks proving they still have a long way to go
Comment
From
Comment
/ Consultants' Corner
February 17, 2015
A bumper year for the world of wealth
Last year saw M&A activity, digital development and significant changes to business models across the wealth management landscape, and 2015 should be just as hectic
From
Comment
/ Editor's Analysis
January 23, 2015
Swiss stagger under weight of franc fallout
The profitability of Swiss private banks will be hit by the SNB’s withdrawal of the currency ceiling and could speed up the shift of some operations overseas
From
Comment
/ Consultants' Corner
January 23, 2015
Modern portfolio theory: the death of common sense
Amundi’s CIO has written a thought-provoking book which argues that both wealth managers and their clients need a dose of reality when it comes to managing expectations of future returns
From
Comment
/ Consultants' Corner
January 13, 2015
The drive to put clients at heart of wealth management
Wealth managers claim to put clients first, but most could do much more. Recruiting heads of client experience would help quicken the pace of change
From
Comment
/ Editor's Analysis
December 9, 2014
Family offices join forces to take on banks
As global banks struggle with damaged reputations, smaller investment firms sense an opportunity to win market share and the recent M&A activity could be a sign of things to come
From
Comment
/ Great Debate
November 7, 2014
Is art the next great asset class?
The Fine Art Fund Group’s Philip Hoffman and Evan Beard of Deloitte discuss whether or not art is poised to become the next great asset class
From
Comment
November 6, 2014
Balancing robotics with human touch
PWM asked three leading figures in wealth management to assess the impact technology is having on the industry
From
Comment
/ Editor's Analysis
October 29, 2014
Industry marvels at rise of the ‘Superbanks’
Only the biggest players have the reach and technological innovation necessary to compete on a global scale, but a deeper understanding of client needs is necessary
From
Comment
/ Consultants' Corner
October 22, 2014
Clients seek wealth managers' help to avoid red cards from regulators
Wealth managers must do more to guide clients through complex changes brought about by RDR and other regulations
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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