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UBS reaps rewards of Asia-first strategy

Many of the world’s largest wealth managers have tried to conquer Asia but few have been as successful as UBS, with adviser recruitment and digital innovation central to its success

Nick Wilson, Qatar Investment Fund

Does Africa or the Gulf burn brightest?

Nick Wilson of the Qatar Investment Fund and IOTA’s Jean-Charles Charki debate whether Africa or the Gulf states offer greater opportunities to investors

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London calling as private banks connect with the future

The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond

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Local banking scene not enough for ‘national champions’

As big French and Spanish banks boost their cross-border capabilities, expect more previously-domestic focused banks to follow

Sebastian Dovey

Is Usain Bolt the answer for Asian wealth management?

Asia’s wealth is expanding at a fantastic rate but the region’s wealth managers are struggling to keep up and many need radical overhauls to attract clients

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No easy wins for those galácticos still in wealth management game

Boutique banks, global players and the new robo-advisers are all scrapping for a share of the world wealth pie. Can all prosper?

Clients not always happy to play follow the wealth adviser

Only a minority of wealth advisers are able to convince clients to follow them when they move to a new firm, which should change how banks go about hiring staff

Alan Miller, SCM Private

Is smart beta a wise strategy for private investors?

A.A. Advisors’ Christophe Boucher and Bertrand Maillet debate with Alan Miller of SCM Direct whether smart beta strategies are suitable for private clients

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Will fortune favour the bold global investor?

Adventurous investors can certainly expect to find opportunities in those regions contributing to global instability

Hong Kong - Getty

Fatca regulations threaten Hong Kong’s reputation

Hong Kong has experienced huge growth as an international wealth centre in recent years but by signing up to Fatca regulations it could be in for a bumpier ride 

Governance — Effective Philanthropic Strategies Ch 4/4

Jersey cannot rest on its laurels and must continue to innovate as a financial centre in order to succeed as a hub serving family offices.

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