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From Wealth Management / Private Banking November 28, 2011

Can you see beyond the steering wheel, sir?

Private banks could learn a thing or two from Mercedes Benz when it comes to targeting the next generation of clients

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From Wealth Management / Business Models November 28, 2011

Taking time to reflect

It has been a turbulent 10 years for wealth management but looking back at what has transpired may provide pointers at how best to approach the challenges the industry faces

Amin Rajan, Create
From Wealth Management / Business Models November 28, 2011

Leadership on the line

Today’s wealth businesses need transformers, not conformers, says Create's Amin Rajan

Rob Lay, UBS Global Asset Management
From Wealth Management / Profiles November 28, 2011

UBS hopes blockbuster funds bring star quality

UBS Global Asset Management plans to identify core areas in which it can build up flagship funds, according to its new regional head of distribution, Rob Lay

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From Wealth Management / Profiles November 28, 2011

Flexibility of ETFs helps keep Credit Suisse nimble

ETFs are increasingly prevalent in client portfolios, but as the range of these products expands, private bankers are spending more and more time evaluating them

Thomas de Saint-Seine, Reyl & Cie
From Wealth Management / Profiles November 28, 2011

Reyl treads pragmatic path towards growth

Swiss boutique Reyl & Cie favours a disciplined approach whether building client portolios or eyeing up expansion opportunities in domestic and overseas markets

From Wealth Management / Business Models October 31, 2011

UBS faces up to uncertain future

Disappointing results, the rogue trading scandal and the resignation of Oswald Grübel leave Swiss giant UBS at something of a crossroads

From Wealth Management / Business Models October 31, 2011

Containing the virus

While the G20 seems keen to tackle the Eurozone debt crisis, the UK is trying to ringfence retail banking to avoid future contagion

Martin Gartner, SEB
From Wealth Management / Profiles October 31, 2011

SEB builds from firm foundations

Martin Gärtner, global head of SEB Private Banking, explains that while wealth management is nothing new for the Swedish outfit, is has been identified as an area to expand

Burkhard Varnholt, Bank Sarasin
From Wealth Management / Profiles October 31, 2011

‘Old-fashioned’ asset allocation suits Sarasin

Sarasin’s Burkhard Varnholt explains why he believes managers should be in no rush to move client money into risky assets in a search for higher returns

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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