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Editor's Analysis

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From Comment / Editor's Analysis April 21, 2010

Eastern clients fear Western influence

Wealth managers may be right to move some key personnel into Asia, but rebalancing portfolios provides a greater challenge

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From Comment / Editor's Analysis March 25, 2010

Adapting to clients’ hands-on approach

A newfound desire among private clients to have greater control over their investments is forcing wealth managers to change business models

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From Comment / Editor's Analysis February 25, 2010

Making the case for multiple choice

The single brand and multi boutique models both have their champions, but it will be the private banks who choose which is really in vogue

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From Comment / Editor's Analysis February 7, 2010

Surgery required for return to health

Deep-seated reforms to banks’ fee models are needed if they are to make money in the long-term, and these must benefit the client

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From Comment / Editor's Analysis December 16, 2009

No substitute for local knowledge

The big global brands are targeting Asia’s growth, but competition from local rivals mean they will not have things all their own way

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From Comment / Editor's Analysis December 9, 2009

Will hedge funds make Santa’s list?

High net worth individuals fled from hedge funds during the financial crisis, but there are some signs of money starting to come back

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From Comment / Editor's Analysis November 1, 2009

Time to freshen things up a little

It is hard to find true levels of innovation in the products offered up by leading wealth management groups, which risks alienating clients

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From Comment / Editor's Analysis September 16, 2009

Avoid temptations of bad habits

Private banks have to develop business models that are advice-led and put the client first, and not go back to pushing products

From Comment / Editor's Analysis August 17, 2009

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From Comment / Editor's Analysis July 1, 2009

Return of the self preservation society

A pattern is emerging of retail banks recommending internal products to their customers, but there is still room for the independents

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