Union Bancaire Privée’s Michael Blake and John Younger of RBC discuss the importance of an integrated investment banking and wealth management model for servicing wealthy families
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/ Consultants' Corner
April 7, 2021
Time for wealth industry to re-evaluate client relationships
Wealth managers offering a first class client experience during the pandemic have found themselves in a strong position to win new business
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March 18, 2021
Private View Blog: Citi's reshuffled leadership hopes to pull ahead of rivals
Citigroup’s new CEO Jane Fraser sees rich pickings in the high net worth space but does it have the adviser numbers to carry it off?
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/ Consultants' Corner
March 11, 2021
Five ways to know if a wealth manager has a client-centric culture
Wealth management firms must identify what is most important to clients and work towards addressing those priorities
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/ Consultants' Corner
March 9, 2021
Wealth managers miss unique window to attract younger clients
Survey responses from more than 8,000 private clients reveal impact of crisis on wealth management industry
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Comment
February 26, 2021
Carbon neutrality? Here’s how to do it
Lighting group Signify has made its operations carbon-neutral. Chief executive Eric Rondolat explains how
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/ Editor's Analysis
February 25, 2021
Let’s all dance to digitalisation, democratisation and diversity
Financial centres are focused on the rivalry between competing hubs, but so much more can be achieved by working together
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Comment
February 11, 2021
Private View Blog: If wealth firms get digitalisation right then it can benefit society at large
As wealth managers boost their digital offerings it must be with the aim of doing things better, not just faster
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Comment
/ Great Debate
February 11, 2021
Should we fear post-pandemic inflation?
Two investors go head-to-head, arguing whether or not we should fear inflation after Covid-19
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Comment
January 28, 2021
Private View Blog: Biden presidency will be defined by Chinese challenge
The new president has a bulging in-tray, but the relationship between Washington and Beijing is arguably the most important
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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