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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

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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

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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

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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

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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

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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

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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

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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

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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