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Dena Brumpton, Citi Private Bank
From Wealth Management / Business Models April 29, 2014

Private banks scheduled for major surgery

As the dust continues to settle from the financial crisis, private banks are reworking business models to bring them in line with clients’ demands. But how drastic do the changes need to be and what role should technology play?

Antony John, ECU
From Wealth Management / Profiles April 7, 2014

ECU confident multi-asset structure ready for limelight

The diversified approach offered by multi-asset investments will find favour in a world adjusting to QE tapering, believes ECU’s Antony John

Alexey Aleksandrov, UkrSibbank
From Wealth Management / Profiles March 31, 2014

UkrSibbank in step with cautious Ukrainian clients

Ukraine’s UrkSibbank has slowly but surely been making headway in the country’s private banking industry, bringing Western-style products to a clientele who are slow to trust and prefer to play it safe

From Wealth Management / Family Offices March 14, 2014

Multi-family offices must broaden expertise

Multi-family offices need to widen the range of services they offer clients, be it in-house or through strategic partnerships, if they are to grow to their full potential

Frédéric Pérard, BNP Paribas
From Wealth Management / Profiles March 12, 2014

Uneven road ahead for Luxembourg’s global gateway

Luxembourg is expecting a surge in business as AIFMD takes hold, while emerging market institutions are increasingly active in the Duchy. But BNP Paribas’ Frédéric Pérard warns of clouds gathering on the horizon

Yves Perrier, Amundi
From Wealth Management / Profiles March 3, 2014

Innovation adds sparkle to Perrier’s fund factory at Amundi

Amundi CEO Yves Perrier prides himself on having instilled a highly efficient culture at the French firm, but regrets missing out on the purchase of Pioneer’s funds arm

Daniel Reeves
From Wealth Management / Private Banking February 4, 2014

One man’s role in exposing secrets of Swiss banking

An IRS investigator was looking into offshore credit cards when a whistleblower put him onto the trail of UBS’ activities on US soil. This spiralled into an attack on the secrecy surrounding Swiss banking

Jean-Claude Erne, Pictet
From Wealth Management / Family Offices February 3, 2014

Family offices struggle in new environment

Crackdowns on tax avoidance and evasion are forcing single family offices to change how they manage their affairs, with increasing numbers now outsourcing certain aspects of their business

Dina de Angelo, Pictet Wealth Management
From Wealth Management / Business Models January 31, 2014

Gazing into the future of wealth management

The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?

Karin Jestin, Lombard Odier
From Wealth Management / Private Banking January 28, 2014

Banks uniquely positioned to harness philanthropic spirit

Philanthropy has undergone a recent surge, but private banks should develop more innovative solutions to boost its effects and help to draw attention to forgotten causes, believes Lombard Odier’s Karin Jestin

Latest PWM video

Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

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