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Editor's Analysis

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From Comment / Editor's Analysis March 26, 2012

Managing family affairs

Money is moving fast from European private banks to family offices and the private investment arms which handle their asset allocation, as wealthy families become disappointed by the poor returns of major providers. Will this be a long-standing wealth management trend or just a temporary blip? Yuri Bender talks to Adam Wethered, founder of private investment office Lord North Street.

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From Comment / Editor's Analysis March 9, 2012

Tax attack on Swiss private banks

Switzerland has been under sustained attack from the US authorities, with the aim of shutting down any banks helping US citizens to avoid taxes. As a result of international pressures, the banks have been changing their business to highlight portfolio management and asset allocation, rather than earning money from luring clients into secret, tax-friendly structures. 

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From Comment / Editor's Analysis February 28, 2012

Switzerland learns to adapt to increased regulation

Increasing levels of regulation, especially from the US, are forcing the Swiss to make significant adjustments to preserve their status as a leading financial centre

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From Comment / Editor's Analysis February 2, 2012

New thinking to target new wealth

Banks active in Asia are rethinking client offerings, to adjust to the changing mentality of the region’s increasingly currency conscious wealthy investors

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From Comment / Editor's Analysis January 30, 2012

Swiss scandals could signal end of an era

The scandal surrounding the Hildebrands may mark a watershed in the relationship between Swiss bankers and politicians

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From Comment / Editor's Analysis November 28, 2011

Industry’s future lies in asset management

As PWM celebrates its tenth anniversary, we would like to ask: what should the private bank of the future look like? The answer to this both simple and complex question is “not like one of the past”, according to speakers at our recent private banking summit and awards ceremony, held in Geneva.

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From Comment / Editor's Analysis October 31, 2011

Where have all the leaders gone?

True leaders need to stick around and see their plans to completion, rather than move on to the next challenge

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From Comment / Editor's Analysis October 17, 2011

Boutique wealth managers face struggle for share of market

Boutique wealth managers are springing up across Asia, but competition from both global and regional players is fierce

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From Comment / Editor's Analysis September 27, 2011

Exchange traded funds on the ropes

The rapid rise of ETFs was in part a response to the financial crisis, but these vehicles are now coming under fire themselves

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From Comment / Editor's Analysis September 27, 2011

No such thing as a risk-free asset

Investors may search for safe havens, but with so much uncertainty in the markets it is impossible to hedge a portfolio against all possible outcomes

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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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