The third annual Global Private Banking Awards rewards those institutions successfully adapting to regulatory pressure and market volatility
Wealth Management
From
Wealth Management
/ Profiles
October 17, 2011
Julius Baer happy in second home
Julius Baer’s Asia CEO Thomas Meier discusses the Swiss bank’s ambitious strategy of capturing the growing wealth in the region from the twin hubs of Singapore and Hong Kong
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Wealth Management
/ Profiles
October 17, 2011
BNP Paribas goes native to crack Asia
BNP Paribas’ Mark te Riele believes global players must adapt to local conditions if they are to succeed in penetrating the Asian marketplace
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Wealth Management
/ Profiles
September 27, 2011
Deutsche proving a model of integration
Global head of key clients, Salman Mahdi, discusses the links between the investment and private banking divisions at Deutsche Bank and his plans for their ever-greater integration
From
Wealth Management
/ Profiles
September 27, 2011
La Française prepares to harvest a foreign vintage
Patrick Rivière discusses how French funds group La Française aims to cater to new clients and outlines plans for cross-border expansion
From
Wealth Management
/ Profiles
September 27, 2011
US clientele central to Vontobel’s future
Vontobel’s Zeno Staub explains why the Swiss bank has decided to remain active in the US and why future acquisitions will be at home
From
Wealth Management
/ Education
September 27, 2011
Steps towards a gold-plated career in private banking
Today’s private bankers must devote time and resources to building enduring relationships with their clients while always keeping an eye on changing regulations
From
Wealth Management
/ Business Models
September 5, 2011
Firms on the lookout for ‘game changers’
Fund managers are operating in an extremely difficult market and are searching for senior staff with proven track records
From
Wealth Management
/ Business Models
September 5, 2011
Standing out from the crowd
Fund managers must avoid short-term trends and stick to their investment philosophy if they are to deliver alpha
From
Wealth Management
/ Business Models
September 5, 2011
New concepts with a health warning
Innovative products can help clients to achieve their objectives and manage risk, but many are viewed with cynicism and have a long way to go to shake off the image of being little more than fee-generators
PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.
PWM Digital Edition (June/July)
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