Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models
Comment
The promise of big data for wealth management has not diminished
Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

Is now the time to invest in emerging markets?
Jeffrey Sacks, Emea investment strategist at Citi Private Bank and Ajay Kapur, Asia and global emerging markets strategist at BofA Merrill Lynch Global Research, ask whether emerging markets have turned a corner

Berlin witnesses passing of investment baton
The new generation of techno-nerds may be guilty of speaking in jargon and much of what they pass off as new ideas are anything but, yet evidence of a generational shift in wealth management was clearly evident at the summer Fund Forum event in Berlin

Would the UK be better off outside the EU?
Gina Miller, founder of SCM Direct.com and Jim Mellon, entrepreneur and fund manager, discuss the impending referendum on the UK’s membership of the EU

Wealth managers seek new ways of delivering investment value
Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable
How closer engagement with clients can boost performance
Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made

Should investors bet on banking stocks?
Banking stocks in the US and eurozone had a difficult start to 2016 but opportunities are now arising for investors who choose carefully

Panama fallout leaves banks in deep water
The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope

Time to unleash the geeks on unsuspecting public
UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines
Global Private Banking Awards 2023
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