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Editor's Analysis

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From Comment / Editor's Analysis July 2, 2013

Banks getting the hang of family affairs

Both clients and asset managers are warming to the idea of multi-family offices, while the larger players are taking this threat very seriously

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From Comment / Editor's Analysis May 30, 2013

Private banks lowering the bar to pick up profits

Private banks have realised they must turn to the mass wealth market to make money but business models need even more of an overhaul

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From Comment / Editor's Analysis May 1, 2013

Smaller product menus appeal to Asian private banks

With the sale of mutual funds becoming ever-more complex, the benefits of slimming down the number of products on offer are considerable

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From Comment / Editor's Analysis April 8, 2013

Hunting for evidence of the ‘Great Rotation’

Whether or not investors are shifting from bonds to equities is open to debate, but the signs are that wealthy clients are ready to rebalance their portfolios

Yuri Bender
From Comment / Editor's Analysis March 26, 2013

A word with the editor

PWM's editor in chief Yuri Bender chats to UK media website Headline Money

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From Comment / Editor's Analysis February 27, 2013

Structural shifts imply Swiss focus is overseas

Pictet and Lombard Odier’s new structures will limit partners’ liabilities, but also boost their international ambitions 

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From Comment / Editor's Analysis January 31, 2013

Time for advisers to head back to school

Relationship managers must re-educate themselves to cope with new regulations and commercial considerations

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From Comment / Editor's Analysis December 4, 2012

Upheavals push wealth management to the fore

The restructuring at UBS and Credit Suisse will leave Swiss private banking in better shape

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From Comment / Editor's Analysis November 12, 2012

Sub-advisory business

The private banking industry is expecting an increasing amount of investment strategies to be outsourced in packaged products managed by major fund managers. PWM's Yuri Bender talks to Robert Noach of Schroders, which is hoping to win a large chunk of this business, especially in European equities.

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From Comment / Editor's Analysis October 25, 2012

A peek under the bonnet of leading private banks

Private banks need to be able to adapt if they are to find success, especially in the growth markets of Asia

Extremely low yields have forced investors to move up the risk curve, with assets flowing into emerging market debt and high yield bonds, but what are the prospects for these fixed income segments and what are the main risks?

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