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Consultants' Corner

Julius Baer - Getty

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

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  

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

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

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

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

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

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

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

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 

THE GREAT DEBATE: CRYPTOCURRENCIES IN THE BALANCE

Anders Kvamme Jensen, founder of the AKJ global brokerage and digital asset specialist, goes head to head with Max Thowless-Reeves, chief investment officer of Sorbus Partners private office, discussing technology, tokens and tradable electronic currencies, in a debate refereed by PWM's Yuri Bender.

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