UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines
Wealth Management
From
Wealth Management
/ Business Models
March 22, 2016
Time to unleash the geeks on unsuspecting public
From
Wealth Management
/ Private Banking
March 17, 2016
Wealthy women seek advisers with eye on bigger picture
There are more female billionaires than ever before, with Asian entrepreneurs the big driver. But these women require a different approach from private banks than their male counterparts
From
Wealth Management
/ Business Models
March 14, 2016
Ball now in boutiques’ court for Asian recruitment game
With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent
From
Wealth Management
/ Family Offices
March 7, 2016
Asia warms to managing money in the family way
A swathe of new family offices are springing up across Asia, adding further struggles to recruiting the best talent
From
Wealth Management
/ Family Offices
March 4, 2016
Private Dining: Stanhope service seats all clients at the same table
The mindset at boutique wealth manager Stanhope is to put all its clients on an equal footing, says CEO Daniel Pinto, with its focus on direct deals and private equity a big draw
From
Wealth Management
/ Private Banking
February 29, 2016
Private banks poised to capture Asian clients
The wealth management sector in Asia-Pacific is fiercely competitive with both international and local players fighting for a piece of the action and looking for ways to differentiate themselves from opponents
From
Wealth Management
/ Profiles
January 28, 2016
Asian expansion and technological innovation central to UBS’ plans for the future
Clients have never been in greater need of advice, believes UBS boss Jürg Zeltner, and private banks need to strike a balance between technology and the human touch to fulfil those needs
From
Wealth Management
/ Business Models
January 14, 2016
Is the wealth management M&A boom set to continue?
Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note
From
Wealth Management
/ Business Models
November 23, 2015
ABN Amro concentrates on quality over quantity
Rather than expanding on all fronts, ABN Amro plans to target growth in specific markets, according to private banking boss Jeroen Rijpkema, with a different domestic focus for each
From
Wealth Management
/ Family Offices
November 19, 2015
Family offices develop a taste for private equity
Family offices’ long-term investment horizons make them ideally suited to private equity investing, but many lack the internal expertise to succeed in the asset class, creating an opportunity for third-party investment boutiques
Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.
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