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Editor's Analysis

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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 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

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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

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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

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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.

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