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Editor's Analysis

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Time for alternative investments to play their part

Private investors continue to sit on piles of cash, but it is up to bankers to educate them about the need for efficient allocations

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‘Gatsby’ era draws to a close for private banks

Private banks are reworking business models in response to new regulations such as RDR, but there are other costs, for example spiralling salaries, which need to be addressed

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Swiss must use crisis to forge new models

Swiss private banks face problems which in combination may prove fatal for some, but those that adapt can enjoy a bright future

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Clients remain buried as the dust settles

Private banking may be changing fast but wealth managers are still refusing to put clients first

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Learn from experience in emerging markets

Emerging markets have underperformed global equities so far this year but investors should not be too quick to write them off

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Lack of contagion no reason for complacency

As long as the safety of their assets is assured, clients are not too concerned about their banks’ reputations. But branding still matters

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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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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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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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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

Global Private Banking Awards 2022 Highlights

More than 120 banks from 50 countries around the world entered this year’s annual global private banking awards. 19 of those entrants have won more than one award. Of these, six institutions - including Citi Private Bank, BTG Pactual, Erste Private Banking, HSBC Private Banking, Northern Trust, Itaú Private Bank – gained the top position in three categories each. Video highlights from the 2022 Global Private Banking Awards.

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Global Private Banking Awards 2022

PWM Digital Edition (October/November 2022)

Wealth Tech Awards 2022

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