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Consultants' Corner

Ray Soudah, MilleniumAssociates AG
From Comment / Consultants' Corner August 30, 2012

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

Amin Rajan, Create
From Comment / Consultants' Corner June 29, 2012

Justifying the price tag of renewed client focus

Restoring client trust has become a priority for wealth managers, yet its payoff may not be immediate

From Comment / Consultants' Corner June 1, 2011

Questions arise over St. James’s Place future

The early findings from the ICB review into the UK banking market reflected poorly on Lloyds, leading to renewed questions about the group’s stake in St. James’s Place

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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