UBS and Credit Suisse may have posted disappointing results but both are doing well in Asia, the key battleground for private banking
Comment
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
From
Comment
/ Consultants' Corner
October 27, 2015
Making video marketing work for financial services
Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right
From
Comment
/ Editor's Analysis
September 27, 2015
Banks must embrace both man and machine
The most successful private banks will be those who embrace digital technology while at the same time empowering relationship managers
From
Comment
/ Consultants' Corner
September 23, 2015
UBS reaps rewards of Asia-first strategy
Many of the world’s largest wealth managers have tried to conquer Asia but few have been as successful as UBS, with adviser recruitment and digital innovation central to its success
German real estate has long been a popular asset class among the country's retail investors, but the word is now spreading to international institutions, family offices and wealthy private clients.
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