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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 / 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 / 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

Sebastian Dovey
From Comment / Consultants' Corner June 12, 2015

Is Usain Bolt the answer for Asian wealth management?

Asia’s wealth is expanding at a fantastic rate but the region’s wealth managers are struggling to keep up and many need radical overhauls to attract clients

From Comment / Consultants' Corner May 21, 2015

Clients not always happy to play follow the wealth adviser

Only a minority of wealth advisers are able to convince clients to follow them when they move to a new firm, which should change how banks go about hiring staff

Hong Kong - Getty
From Comment / Consultants' Corner April 20, 2015

Fatca regulations threaten Hong Kong’s reputation

Hong Kong has experienced huge growth as an international wealth centre in recent years but by signing up to Fatca regulations it could be in for a bumpier ride 

From Comment / Consultants' Corner March 19, 2015

Mature markets dominate surge in M&A valuations

The high levels of M&A in the wealth management sector reflect the pressure for firms to find profitable business models in an increasingly congested and regulated marketplace

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Any financial centre aiming to attract rich clients needs expertise, experience and a body of legislation relate to trusts and wealth structuring. Jersey has all of these advantages and remains one of the premier jurisdictions for setting up trusts and foundations

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