The scandal surrounding the Panama Papers have put the Central American country on the front pages for all the wrong reasons, but it is banks working with international law firms who should really be under the microscope
Comment
From
Comment
/ Consultants' Corner
March 22, 2016
Time to unleash the geeks on unsuspecting public
UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines
From
Comment
/ Consultants' Corner
March 8, 2016
Should EU stay or should EU go now?
What does the UK’s referendum on EU membership mean for the world of wealth? And importantly, does it matter?
From
Comment
/ Editor's Analysis
February 26, 2016
Silver lining to cloud over private banking
UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking
From
Comment
/ Consultants' Corner
January 14, 2016
Is the wealth management M&A boom set to continue?
Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note
From
Comment
/ Consultants' Corner
December 15, 2015
Can Credit Suisse’s social network for the wealthy succeed?
The success or failure of Credit Suisse’s new Eleven Group will be dependent on the extent to which it understands client engagement and provides a flexible framework for collaboration driven by users
From
Comment
/ Consultants' Corner
December 1, 2015
Individuals failing to plan for transfer of wealth to next generation
The largest transfer of wealth in history is due to happen in the coming years, but surprisingly few wealthy individuals have plans in place
From
Comment
/ Consultants' Corner
November 17, 2015
Big is not always beautiful for finding success in Asia
Leading wealth managers may believe they need to be of a certain size to succeed in Asia, but there is little evidence to back up these claims and smaller players can still thrive
From
Comment
/ Editor's Analysis
November 4, 2015
Innovation part of wider move out of the shadows
Private banks talk a good game about technological transformations but many are just tinkering rather than truly innovating
From
Comment
/ Consultants' Corner
October 29, 2015
UBS attempts to answer life’s big questions
Financial service firms often struggle to communicate their values to clients, which makes UBS’ new branding campaign all the more impressive
Latest PWM video
Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.
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