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Editor's Analysis

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From Comment / Editor's Analysis April 25, 2022

‘Wreckers’ left stranded by need for new morality

Leaders in the wealth management industry are facing the most challenging period of their lives. To successfully overcome these hurdles, they will need to prove they can be flexible

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From Comment / Editor's Analysis March 3, 2022

Don’t expect ‘boutique wave’ to wash away the big boys

The smaller shops may be able to steal clients away from the larger wealth managers, but remain very much part of the big bank ecosystem 

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From Comment / Editor's Analysis December 15, 2021

The bold, the brilliant and the brave

Many key trends have transformed private banking over the past two decades, but some talented individuals have provided the impetus for change 

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From Comment / Editor's Analysis November 3, 2021

Top dogs take fresh approach to investment and technology

The top gongs in PWM’s Global Private Banking Awards went to those banks which displayed innovative thinking towards portfolio management and in the digital arena, while scandals still plague the industry 

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From Comment / Editor's Analysis August 19, 2021

It is wise to be wary of the buyout ‘Barbarians’

Private equity was once seen as the domain of aggressive raiders, but now has a cloak of respectability with private banks recommending clients boost allocations. They should do so with their eyes wide open

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From Comment / Editor's Analysis June 24, 2021

Private banks must embrace data to complete cultural shift

As technology transforms private banks, leaders must ensure that data is always at the core of their digital rebuilds

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From Comment / Editor's Analysis April 22, 2021

Bank bosses must step in to curtail ‘greed is good’ culture

The integrated ‘one bank’ model which links investment banking and wealth management has certainly helped cultivate an aggressive sales culture within the industry, but if things are to change it is up to those at the top to take charge

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From Comment / Editor's Analysis February 25, 2021

Let’s all dance to digitalisation, democratisation and diversity

Financial centres are focused on the rivalry between competing hubs, but so much more can be achieved by working together

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From Comment / Editor's Analysis December 10, 2020

Asset diversification unites rival post-pandemic visions

The world is changing, with a US presidential transition under way and encouraging results from vaccine trials showing a possible way out of the Covid crisis. But what will the new world order look like and how should private banks respond?

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From Comment / Editor's Analysis October 29, 2020

Striking a balance between performance and personality

Private banks have, in large part, adapted well to the challenges thrown up by the pandemic. But the real winners going forward will be those which are able to combine relationship management with investment performance

The concept of ‘financial wellness’ which wealth managers are increasingly trying to identify, combines investment returns with customer experience and hyper-personalisation of products and services.

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