Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital
Wealth Management
Evaluating partnerships between independent wealth managers and private banks
Evaluating partnerships
Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital

Stonehage aims to build structures that will last
Multi-family office Stonehage focuses on capital protection for wealthy clients, having tempted many away from large private banks, where their portfolios were decimated

Pioneer confident good times just around corner
Following a strategic review and a decision not to sell up, Pioneer Investments is back in expansion mode, explains CEO Roger Yates

Proactive Skandia keen to avoid overcapacity issues
Skandia’s move to replace First Street with MIR as its sub-adviser is symptomatic of the capacity constraints in emerging market equities, which can dilute alpha and lead to underperformance

Industry must pull together to save open architecture
Changing regulations could concentrate distribution in the hands of a few banks, threatening the open architecture model
Growth of philanthropy offers wealth managers a supporting role
Wealthy individuals are expected to play an increasingly large part in funding welfare projects, and will be looking for expert advice to help guide their donations
Growing the family business
As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts

Victoria out to ensure private clients are not caught offside
A private investment office can serve clients by bridging the gap between asset and wealth management, explains Victoria’s Phillip Russell
Multi-family offices thriving in tough times
As wealthy individuals lose faith in banks, multi-family offices are enjoying something of a boom, with many investors perceiving that they are more in tune with clients’ needs than their larger counterparts
Join PWM's Yuri Bender for the annual announcement of our Global Private Banking Awards, plus a bonus discussion about the industry's future with Mercer's Cara Williams, Aite Group's Alois Pirker and independent wealth consultant Seb Dovey.
PWM Digital Edition (February/March 2021)
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