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Consultants' Corner

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

From Comment / Consultants' Corner September 27, 2013

Malaysia determined to lead world in Islamic finance

Malaysia appears well positioned to become the world’s leading provider of Islamic finance, with its market in sukuk bonds the jewel in the country’s crown

From Comment / Consultants' Corner August 28, 2013

Wealth management industry successfully adapts to complex conditions

Last year saw signs of recovery in the wealth management industry while the business models of pure players and diversified firms have grown increasingly distinct

From Comment / Consultants' Corner July 3, 2013

Swiss moves over bank secrecy could go global

Switzerland’s suspension of secrecy laws suggests global cooperation over tax strategy is possible, but wealth managers need to raise their game if they are to guide clients through this new world

From Comment / Consultants' Corner May 30, 2013

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

From Comment / Consultants' Corner May 2, 2013

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

From Comment / Consultants' Corner April 8, 2013

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

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