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
Editor's Analysis
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
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
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
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
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.
From
Comment
/ Editor's Analysis
October 26, 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
From
Comment
/ Editor's Analysis
September 26, 2012
Evolution key to ending Swiss spell in purgatory
Ongoing, and very public, scandals highlight the need for Swiss private banking to re-invent itself
From
Comment
/ Editor's Analysis
August 30, 2012
Watch out Europe, the Americans are coming
With US equities flavour of the month, confident American managers are looking to gain a greater share of European assets
From
Comment
/ Editor's Analysis
June 29, 2012
Fear dulls appeal of riches in the East
Private bankers sense plenty of opportunity in Indonesia, but face a hard time convincing wary clients to switch to equities from the perceived safety of bonds
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (April/May 2021)
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