A pattern is emerging of retail banks recommending internal products to their customers, but there is still room for the independents
Comment
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
From
Comment
/ Editor's Analysis
April 1, 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
From
Comment
/ Editor's Analysis
October 1, 2008
Give way to the less heralded resources
If financial institutions are to survive, they need to allow solutions from much-ignored resources, e.g. women bankers and developing countries
The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.
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