Western banks expect Asia-Pacific growth to pick-up now China has emerged from lockdown, but are careful not to put all their eggs in one basket by diversifying across the region
Editor's Analysis
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Wealth managers guilty of a case of mistaken identity
Private banks have frequently got it wrong in their approaches to expanding their client base. Improving the diversity of their workforces would be a good first step to putting things right
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/ Editor's Analysis
Succession planning lets banks play generation game
While connecting with the next generation of clients is a way to retain assets over the long term, the banks that successfully engage with this group will be those to approach them in a sincere and focused way
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Wealth managers must not forget their physical roots
While wealth managers need to embrace huge changes taking place in the social and technological spheres, they should not forget the importance of face-to-face advice
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Automating ESG investment will be no walk in the park
Keen to leverage their ethical and technological expertise, many private banks are promising to make ESG investing available through digital channels. But the challenges of providing this should not be underestimated
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‘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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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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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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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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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
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
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