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Mark Kenkre, Keller Lenkner UK

Credit Suisse left reeling from Greensill fallout

Having made bold claims about the financial strength of Greensill Capital, Credit Suisse is now facing significant litigation from investors who have lost billions

Francois Savary, Prime Partners
From Comment

Private View Blog: Back to reality for the Middle East

Donald Trump claimed he had solved the problems between the Arab nations and Israel. Nothing could be further from the truth, argues François Savary, CIO of Prime Partners

Asian digital window

Will Asia's wealth managers embrace digital window of opportunity?

Changing client expectations combined with an internal appetite for innovation means Asia's wealth firms have a unique opportunity to overhaul their digital offerings

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

PWM 0421 cover

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

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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