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.
Editor's Analysis
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.
From
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/ 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
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
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
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.
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
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
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
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
Use of data, improving the client experience and efficient marketing will be key challenges for wealth managers in the post-covid 19 world. Tune into our webinar to hear Jennifer Miller, global vice president of technology provider Vuture, discussing these topics with PWM's Yuri Bender.
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