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William Woodson, Boston Private
From Comment

Private View Blog: Don’t blame family offices for sins of the individual

Family offices are, in essence, simply extensions of private individuals, and blaming these institutions for the investment activities of their founders is missing the point

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Bank bosses must step in to curtail ‘greed is good’ culture

The integrated ‘one bank’ model which links investment banking and wealth management has certainly helped cultivate an aggressive sales culture within the industry, but if things are to change it is up to those at the top to take charge

Michael Blake, Union Bancaire Privée

Is an integrated model key to serving family offices?

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

Magnifying glass with notes

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

Yuri Bender web
From Comment

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?

Customer survey

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

Working from home feb

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

Eric Rondolat, Signify
From Comment

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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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

Monitor
From Comment

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

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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