By boosting its headcount, London-based RWC Partners has improved the firm’s ability to forge links with wealth managers
Wealth Management
From
Wealth Management
/ Private Banking
January 31, 2013
Reputations take a pounding from regulators’ firing squads
The damage to banks reputations from scandals will make it harder for these institutions to secure private client business
From
Wealth Management
/ Business Models
January 31, 2013
Trusting the next Asian generation
Wealthy Asians are gradually coming round to the need to put firm plans in place for the transfer of wealth between generations, creating opportunities for private banks offering suitable structures
From
Wealth Management
/ Profiles
January 31, 2013
CapGen offers alternative to portfolios loaded with equity
Balanced portfolios are often full of assets that are too closely correlated to each other to be truly diversified, warns CapGen’s Charlotte Thorne
From
Wealth Management
/ Profiles
January 31, 2013
Pictet pulls together to boost market share
Laurent Ramsey, CEO of Pictet Funds, believes that it was by prioritising the needs of clients that the Swiss institution expanded during the 2008 crisis and then managed to consolidate those gains
From
Wealth Management
/ Profiles
January 31, 2013
Natixis spreads out from Franco-American roots
Natixis Global Asset Management will invest in new product ranges or buy in expertise in its push to be a truly global player, according to chief executive Pierre Servant
From
Wealth Management
/ Profiles
January 31, 2013
Pictet pulls together to boost market share
Laurent Ramsey, CEO of Pictet Funds, believes that it was by prioritising the needs of clients that the Swiss institution expanded during the 2008 crisis and then managed to consolidate those gains
From
Wealth Management
/ Education
January 31, 2013
Time for advisers to head back to school
Relationship managers must re-educate themselves to cope with new regulations and commercial considerations
From
Wealth Management
/ Private Banking
December 4, 2012
Leading players to dispose of private banking offshoots
It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?
From
Wealth Management
/ Business Models
December 4, 2012
Wealth managers taking a leaf out of the institutional book
By combining buy-and-hold investing with short-term opportunism, wealth managers are learning from institutional investors
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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