A newfound desire among private clients to have greater control over their investments is forcing wealth managers to change business models
Comment
From
Comment
/ Editor's Analysis
February 25, 2010
Making the case for multiple choice
The single brand and multi boutique models both have their champions, but it will be the private banks who choose which is really in vogue
From
Comment
/ Editor's Analysis
February 7, 2010
Surgery required for return to health
Deep-seated reforms to banks’ fee models are needed if they are to make money in the long-term, and these must benefit the client
From
Comment
/ Editor's Analysis
December 16, 2009
No substitute for local knowledge
The big global brands are targeting Asia’s growth, but competition from local rivals mean they will not have things all their own way
From
Comment
/ Editor's Analysis
December 9, 2009
Will hedge funds make Santa’s list?
High net worth individuals fled from hedge funds during the financial crisis, but there are some signs of money starting to come back
From
Comment
/ Editor's Analysis
November 1, 2009
Time to freshen things up a little
It is hard to find true levels of innovation in the products offered up by leading wealth management groups, which risks alienating clients
From
Comment
/ Editor's Analysis
September 16, 2009
Avoid temptations of bad habits
Private banks have to develop business models that are advice-led and put the client first, and not go back to pushing products
From
Comment
/ Editor's Analysis
August 17, 2009
TALK BACK
PWM has launched a series of blogs, looking at the characters, systems and products inhabiting the often opaque worlds of private banking and asset management. Please read our accounts and feel free to leave your comments. Swap stories with us and let us know your views on wealth management.
Click here to visit the PWM blogs.
From
Comment
/ Editor's Analysis
July 1, 2009
Return of the self preservation society
A pattern is emerging of retail banks recommending internal products to their customers, but there is still room for the independents
From
Comment
/ Editor's Analysis
May 1, 2009
Private banks opt for new models
Senior wealth managers agree that private banking business models have to evolve, but there is no one-size-fits-all way forward
Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.
Join our community
|
|
|
|
|
