Professional Wealth Managementt

Home / Comment

RSS

Comment

PWM 0914 Cover
From Comment / Editor's Analysis August 26, 2014

Private banks fear savvy clients could cast them adrift

Europe’s wealthiest individuals are demanding relationships with private banks be run on their terms, but not all firms have embraced this new reality

From Comment / Consultants' Corner August 6, 2014

Taxing times for wealth management industry

The automatic exchange of tax information between countries is, to an extent, a welcome development, but will officials be able to cope?

David McNair, One Campaign
From Comment / Great Debate July 21, 2014

Should transparency trump privacy?

The ONE campaign’s David McNair and James Quarmby of law firm Stephenson Harwood are at odds over the benefits of greater transparency

PWM 0714 Cover
From Comment / Editor's Analysis July 3, 2014

Private banks ready to scale back and shift online

A period of consolidation is underway as banks refocus efforts on their most profitable markets

Hong Kong - Getty
From Comment / Consultants' Corner June 24, 2014

Asia’s personnel problems approach crisis point

Unless the number of quality relationship managers in Asia increases, private banks are likely to put greater resources into digital alternatives

PWM 0614 Cover
From Comment / Editor's Analysis June 2, 2014

Clients in danger of losing in private banking kickabout

Clients could end up with higher fees as private banks pull out of their unprofitable regions and implement new business models

From Comment / Great Debate May 27, 2014

Will Ukraine prove to be the catalyst for another crisis?

Saxo Bank’s Steen Jakobsen and Mark Burgess of Threadneedle discuss whether the Ukraine crisis will have much broader implications

Digital finance - Getty
From Comment / Consultants' Corner May 27, 2014

World’s wealthy switch on to digital finance

Wealthy individuals are placing ever more importance on digital technology in managing their financial affairs, but trusted advisers still have a role to play

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

PWM 0514 Cover
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

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2019

Wealth Tech Awards 2019