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From Wealth Management / Business Models April 5, 2011

Finding the right balance

Wealth managers lost control of their advisers during the financial crisis and are now looking to tighten the reins, but will this lead to one-size-fits all portfolios?

Dominic Blum, Deutsche Bank
From Wealth Management / Profiles April 5, 2011

Deutsche’s ‘third pillar’ restarts German offering

Dominic Blum, Deutsche Bank’s head of product design for retail and private clients, has steered his factory away from brokerage to portfolio management

Manuela D’Onofrio, UniCredit
From Wealth Management / Profiles April 5, 2011

UniCredit striving to bridge the cultural divide

With operations all across Europe, UniCredit must combine centrally-determined principles with a wide range of local preferences

Jürg Zeltner, UBS Wealth Management
From Wealth Management / Business Models March 3, 2011

Major players cling to integrated model

Regulators may be targeting the ‘one-bank’ model, but the major players continue to tighten the links between units, writes Yuri Bender

From Wealth Management / Business Models March 3, 2011

Wealth management must adapt to the Web 2.0 era

Wealth managers have been slow to embrace technology but can learn some valuable lessons from the luxury goods industry, which is using interactive services to engage with customers, writes Stephen Wall

From Wealth Management / Business Models March 3, 2011

Approaching the divide

With pressure mounting from both politicians and regulators, most commentators believe splitting up banks into their capital markets and retail and private banking arms is inevitable. But how quickly is this likely to happen, and what does it mean for wealth management units? Yuri Bender reports

Sri Chandrasekharan, HSBC
From Wealth Management / Profiles March 3, 2011

HSBC banking on the strength of its brand name

HSBC Global Asset Management’s distribution chief, Sri Chandrasekharan, believes imposing a single identity on the funds house has ended confusion among clients, writes Yuri Bender

From Wealth Management / Business Models February 3, 2011

The upcoming rumble in the UK platform jungle

With so many players present in the platform sector, some kind of consolidation seems inevitable, since, despite strong growth, there are not enough assets to go around, writes Stephen Wall

Mary Yoko Brannen - professor of strategy and management at Insead
From Wealth Management / Business Models February 3, 2011

The cyclical approach to relationships

When forging a relationship, people from Western countries tend to put a great deal of focus on the preliminary stages, but, writes Elisa Trovato, continuous and ongoing improvement is just as important

Roderick Munsters, Robeco
From Wealth Management / Profiles February 3, 2011

Efficiency drive heralds a new era for Robeco

Roderick Munsters is overseeing a radical shake-up at Robeco, shutting down operations with low profit margins in a cost-cutting exercise and moving into new areas with greater potential for growth. Elisa Trovato reports

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