Digital developments have made the process of signing up new clients much more efficient but banks must ensure they continue to establish a relationship from the outset
Wealth Management
From
Wealth Management
/ Private Banking
March 2, 2015
Onboarding less painful thanks to digital drive
From
Wealth Management
/ Private Banking
February 20, 2015
HSBC claims Swiss client list slashed since 2007
HSBC admits that it suffered from “control failures” in the past, but insists it has taken steps to clean up its act and its current client base
From
Wealth Management
/ Profiles
February 10, 2015
Bordier’s traditional approach prioritises personal touch
The “high contact” business model followed by Bordier & Cie helps clients understand the markets and make better investment decisions, believes UK chief executive Jamie MacLeod
From
Wealth Management
/ Private Banking
February 9, 2015
The importance of brand in private banking
PWM spoke to three leading figures in the wealth management industry to determine the impact a strong brand can have on a private bank’s fortunes
From
Wealth Management
/ Private Banking
February 6, 2015
Cyber security: Fear of fraud driving client calls for online safety nets
Investors expect to access their portfolios digitally, which opens up the possibility of cyber fraud, particularly when mobile devices are involved
From
Wealth Management
/ Profiles
February 4, 2015
Sturdza confident staying slim serves an advantage
Eric I. Sturdza, whose private banking group was set up with the aim of making each arm complement the others, believes small firms are better positioned to act quickly when markets turn nasty
From
Wealth Management
/ Profiles
January 12, 2015
New kid on the block Westbury out to provide tailored fit for private clients
Westbury Private Clients' CIO James Goodchild believes some of the best opportunities for those seeking value are to be found in big-name, undervalued, and easily accessible, stocks
From
Wealth Management
/ Private Banking
January 12, 2015
Which regulations will impact private banking?
PWM spoke to three experts to try to determine how key regulations are likely to affect the wealth management sector
From
Wealth Management
/ Profiles
January 9, 2015
SCM Private believes investors hungry for a spot of digital DIY
SCM Private’s Gina Miller is passionate about bringing more efficient investment solutions to a wider audience, while admitting the firm’s new digital offering has needed improvements
From
Wealth Management
/ Private Banking
January 7, 2015
Berenberg battles for bigger slice of global private banking business
Peter Raskin, who runs Berenberg’s international operations out of London, explains why the German stalwart is determined to increase its global presence
Latest PWM video
Steve Brice, Chief Investment Strategist at Standard Chartered Private Bank, tells Elisa Trovato why he favours US and Asia ex-Japan equities, despite trade tensions, and explains why contrarian calls may work in the current market environment.
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