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Consultants' Corner

From Comment / Consultants' Corner October 13, 2016

Why wealth is more likely to lead to anxiety than happiness

Few high net worth individuals are relaxed when it comes to talking about their wealth, even with family members, creating additional problems when it comes to planning for generational transfers

From Comment / Consultants' Corner September 16, 2016

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

From Comment / Consultants' Corner July 25, 2016

What has wealth management got to do with Domino’s pizza?

Innovative companies in other industries could teach wealth managers a thing or two about putting customer experience at the heart of business models 

From Comment / Consultants' Corner July 12, 2016

The promise of big data for wealth management has not diminished

Although it can be hard for investment professionals to make sense of the huge amounts of facts and statistics they encounter, big data remains an asset to those able to filter it effectively

Gordon Moore, Intel
From Comment / Consultants' Corner May 17, 2016

Wealth managers seek new ways of delivering investment value

Investors are abandoning the search for alpha and embracing index-tracking funds. If wealth mangers can no longer rely on beating the market to attract clients, they must find other ways to make themselves indispensable 

From Comment / Consultants' Corner May 16, 2016

How closer engagement with clients can boost performance

Wealth management firms which use multiple metrics to gain insight into client relationships are much more likely to see where improvements can be made 

Jürg Zeltner, UBS
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

Brexit
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?

Julius Baer - Getty
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  

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

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