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From Comment / Editor's Analysis August 29, 2013

Lack of contagion no reason for complacency

As long as the safety of their assets is assured, clients are not too concerned about their banks’ reputations. But branding still matters

From Comment / Consultants' Corner August 28, 2013

Wealth management industry successfully adapts to complex conditions

Last year saw signs of recovery in the wealth management industry while the business models of pure players and diversified firms have grown increasingly distinct

Jeff Molitor Vanguard
From Comment / Great Debate August 28, 2013

Smart beta strategies vs cap-weighted indices

Vanguard’s Jeff Molitor makes the case for cap-weighted indices while Felix Goltz of EDHEC-Risk Institute backs smart beta strategies

From Comment / Consultants' Corner July 3, 2013

Swiss moves over bank secrecy could go global

Switzerland’s suspension of secrecy laws suggests global cooperation over tax strategy is possible, but wealth managers need to raise their game if they are to guide clients through this new world

Bill O'Neill, UBS Wealth Management
From Comment / Great Debate July 2, 2013

Does inflation or deflation carry the greater threat?

Bill O’Neill of UBS Wealth Management and the Sovereign Leadership Group’s Peter Leahy discuss whether investors should be more worried about inflation or deflation

PWM 0713 Cover Image
From Comment / Editor's Analysis July 2, 2013

Banks getting the hang of family affairs

Both clients and asset managers are warming to the idea of multi-family offices, while the larger players are taking this threat very seriously

PWM Cover 0613
From Comment / Editor's Analysis May 30, 2013

Private banks lowering the bar to pick up profits

Private banks have realised they must turn to the mass wealth market to make money but business models need even more of an overhaul

From Comment / Consultants' Corner May 30, 2013

Westward trickle of Indian wealth could become flood

Asia’s rising wealth is making its way into Western markets, and this flow could well increase if the Indian tax authorities continue to target the country’s affluent population

Manuela D'Onofrio, Unicredit
From Comment / Great Debate May 29, 2013

East vs West in global equity allocations

Unicredit’s Manuela D’Onofrio and Lim Say Boon from DBS discuss whether investors should head to developed or emerging markets in their global equity allocations

From Comment / Consultants' Corner May 2, 2013

Flurry of M&A activity in wealth management driven by search for scale

The recent M&A activity surrounding Credit Suisse and Schroders is symptomatic of wealth managers’ determination to concentrate on their most profitable markets

Use of data, improving the client experience and efficient marketing will be key challenges for wealth managers in the post-covid 19 world. Tune into our webinar to hear Jennifer Miller, global vice president of technology provider Vuture, discussing these topics with PWM's Yuri Bender.

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