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Consultants' Corner

Ray Soudah
From Comment / Consultants' Corner October 13, 2014

What are the challenges facing wealth management?

PWM spoke to three leading wealth management experts in order to try and determine the key challenges facing private banks

From Comment / Consultants' Corner September 16, 2014

‘New normal’ continues to haunt private banks

The private banking industry may be experiencing strong growth but increased regulation is leading to higher costs

From Comment / Consultants' Corner August 6, 2014

Taxing times for wealth management industry

The automatic exchange of tax information between countries is, to an extent, a welcome development, but will officials be able to cope?

Hong Kong - Getty
From Comment / Consultants' Corner June 24, 2014

Asia’s personnel problems approach crisis point

Unless the number of quality relationship managers in Asia increases, private banks are likely to put greater resources into digital alternatives

Digital finance - Getty
From Comment / Consultants' Corner May 27, 2014

World’s wealthy switch on to digital finance

Wealthy individuals are placing ever more importance on digital technology in managing their financial affairs, but trusted advisers still have a role to play

From Comment / Consultants' Corner March 24, 2014

Swiss banks reeling as US tax deal begins to bite

Swiss banks are seeing their reputations take a battering as they face up to US charges of tax evasion, yet they have no option but to comply with the authorities

From Comment / Consultants' Corner March 17, 2014

Wealth managers fail to match clients' changing objectives

Wealthy clients often swap managers when undergoing a lifestyle change, suggesting advisers are not doing enough to adapt

From Comment / Consultants' Corner February 11, 2014

Credit Suisse offloads German operations

The sale of Credit Suisse’s private banking operations in Germany has come as something of a surprise, but the country remains a tough nut for foreign banks to crack

From Comment / Consultants' Corner November 25, 2013

Global players find place for Africa on investment map

Africa’s economic growth is attracting global investors, while wealth managers are seeking business among its HNW population

Catherine Tillotson
From Comment / Consultants' Corner October 24, 2013

Investors call for tailored Asia Pacific proposition

Wealthy individuals in the Asia-Pacific region have different needs and demands to clients in the rest of the world, and managers need to offer them tailored solutions

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Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

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