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Consultants' Corner

Westward trickle of Indian wealth could become flood

Asia’s rising wealth is making its way into Western markets, and this flow could well increase if the Indian tax authorities continue to target the country’s affluent population

Flurry of M&A activity in wealth management driven by search for scale

The recent M&A activity surrounding Credit Suisse and Schroders is symptomatic of wealth managers’ determination to concentrate on their most profitable markets

Wealth managers must work to match clients' appetite for technology

Clients are not satisfied by the technological capabilities of their wealth managers, putting firms under pressure to upgrade

Catherine Tillotson

Wealth management firms face challenges to win back clients

Wealth management firms have suffered from falling valuations and need to adapt their business models to an environment of rising regulation and a frail economic recovery

Catherine Tillotson

Reputations take a pounding from regulators’ firing squads

The damage to banks reputations from scandals will make it harder for these institutions to secure private client business

Ray Soudah, MilleniumAssociates

Leading players to dispose of private banking offshoots

It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?

Amin Rajan

Wealth managers taking a leaf out of the institutional book

By combining buy-and-hold investing with short-term opportunism, wealth managers are learning from institutional investors

Ray Soudah, MilleniumAssociates AG

Untenable positions may force UK firms to seek buyers

A number of UK-based financial services firms are likely to come onto the market in the near future, but any such developments are more likely to be about sellers wanting out than buyers looking to get into private banking

Catherine Tillotson

M&A boom a sign of the times

Tougher regulation around the world is driving consolidation within the wealth management market

Ray Soudah, MilleniumAssociates AG

Swiss banks search for alternatives to M&A boom

Although assets under management have been changing hands, the Swiss financial industry is not seeing the kind of consolidation through mergers and acquisitions that many were predicting

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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