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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

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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

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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

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From Comment / Editor's Analysis May 1, 2013

Smaller product menus appeal to Asian private banks

With the sale of mutual funds becoming ever-more complex, the benefits of slimming down the number of products on offer are considerable

Evgenios Evgeniou, PwC
From Comment / Great Debate May 1, 2013

Will Cyprus survive as an international financial centre?

Evgenios C. Evgeniou of PricewaterhouseCoopers and MilleniumAssociates' Ray Soudah debate the island's future

From Comment / Consultants' Corner April 8, 2013

Wealth managers must work to match clients' appetite for technology

Clients are not satisfied by the technological capabilities of their wealth managers, putting firms under pressure to upgrade

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

Find out more

PWM Digital Edition (June/July)

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