It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees
Wealth Management
From
Wealth Management
/ Private Banking
August 26, 2015
Private and investment banking: an unhappy union
From
Wealth Management
/ Profiles
August 26, 2015
M&G reports huge appetite for multi-asset solutions
Multi-asset funds are proving increasingly popular among investors looking to diversify away from bonds and boost income, claims M&G’s Jonathan Willcocks, while Europe is expected to become the next sub-advisory battleground
From
Wealth Management
/ Business Models
August 25, 2015
‘Global gorillas’ reach for the stars
Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?
From
Wealth Management
/ Private Banking
August 24, 2015
London calling as private banks connect with the future
The new entrepreneurial class will shape the future of wealth management and private banks are at last starting to respond
From
Wealth Management
/ Private Banking
August 13, 2015
Philanthropy cries out for professional touch
Wealthy individuals are giving away their money in greater amounts than ever, and are asking for help in how best to do it. Private banks are ideally placed to offer this assistance, but too few have the capability to do it well
From
Wealth Management
/ Profiles
August 3, 2015
Nutmeg’s online offering cracks UK wealth market
Nutmeg, the online investment company, set out to deliver solutions to those clients who would not have interested traditional private banks, says CIO Shaun Port, but is also attracting those much further up the wealth ladder
From
Wealth Management
/ Private Banking
July 14, 2015
Global wealth hits new highs but growth slows
Asia is now the region with the largest number of high net worth individuals and is expected to overtake North America in terms of total wealth in 2015
From
Wealth Management
/ Profiles
July 8, 2015
La Banque Postale out to deliver broader fund menu
French institution La Banque Postale decided the best way to expand its product range was through a partnership with Dutch insurer Aegon, says asset management CEO Daniel Roy, and has a new suite of multi-asset funds due out next year
From
Wealth Management
June 16, 2015
Rise of the robo-advisers
A wide range of firms come under the term "robo-adviser", but will investors still show faith in times of crisis?
From
Wealth Management
/ Profiles
June 11, 2015
European and Japanese equities top Lloyds hitlist
It is necessary to look past a country’s economic situation when hunting out investment opportunities, says Lloyds’ Markus Stadlmann, seeing bright spots in troubled Brazil while urging restraint in Indonesia
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