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Editor's Analysis

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From Comment / Editor's Analysis September 16, 2009

Avoid temptations of bad habits

Private banks have to develop business models that are advice-led and put the client first, and not go back to pushing products

From Comment / Editor's Analysis August 17, 2009

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From Comment / Editor's Analysis July 1, 2009

Return of the self preservation society

A pattern is emerging of retail banks recommending internal products to their customers, but there is still room for the independents

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From Comment / Editor's Analysis May 1, 2009

Private banks opt for new models

Senior wealth managers agree that private banking business models have to evolve, but there is no one-size-fits-all way forward

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From Comment / Editor's Analysis April 1, 2009

Private banking treads new path

The ongoing economic crisis is pushing the private banking world into increasing allocations to passive investments, and many are embracing the benefits of exchange traded funds

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From Comment / Editor's Analysis March 1, 2009

Time to face up to some home truths

Investors are showing little faith in the European investment industry, and things are not going to change until they are treated as individuals

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From Comment / Editor's Analysis February 1, 2009

A little innovation can reap rewards

A number of new funds are starting to find their way onto the market and are attracting inflows but putting the client first is paramount

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From Comment / Editor's Analysis December 1, 2008

Warcraft vital for funds’ survival

Conditions may be severe but fund management groups must remain in contact with their clients or risk missing out once the situation improves

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From Comment / Editor's Analysis November 1, 2008

No-parking signs put out for speculators

Uncertain times mean that wealth managers are finally being forced to put clients first, and banks which created products purely for profit are suffering

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From Comment / Editor's Analysis October 1, 2008

Give way to the less heralded resources

If financial institutions are to survive, they need to allow solutions from much-ignored resources, e.g. women bankers and developing countries

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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