It is hard to find true levels of innovation in the products offered up by leading wealth management groups, which risks alienating clients
Comment
From
Comment
/ Editor's Analysis
September 15, 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 16, 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
June 30, 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
April 30, 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
From
Comment
/ Editor's Analysis
March 31, 2009
Private banking treads new path
The ongoing economic crisis is pushing the private banking world into increasing allocations to passive investments, and many are embracing the benefits of exchange traded funds
From
Comment
/ Editor's Analysis
March 1, 2009
Time to face up to some home truths
Investors are showing little faith in the European investment industry, and things are not going to change until they are treated as individuals
From
Comment
/ Editor's Analysis
February 1, 2009
A little innovation can reap rewards
A number of new funds are starting to find their way onto the market and are attracting inflows but putting the client first is paramount
From
Comment
/ Editor's Analysis
December 1, 2008
Warcraft vital for funds’ survival
Conditions may be severe but fund management groups must remain in contact with their clients or risk missing out once the situation improves
From
Comment
/ Editor's Analysis
November 1, 2008
No-parking signs put out for speculators
Uncertain times mean that wealth managers are finally being forced to put clients first, and banks which created products purely for profit are suffering
Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.
Join our community
|
|
|
|
|
