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From Wealth Management / Business Models June 29, 2011

Building a regional wealth franchise

Strategies for targeting wealthy individuals living in the regions must be very different from approaching those in capital cities.

Alexandros Sarrigeorgiou, EFG Eurolife
From Wealth Management / Business Models June 29, 2011

Banks and insurers plan to rise from flames

Tougher regulation should lead to a consolidation of the financial services industry in Greece

From Wealth Management / Business Models June 29, 2011

Clients demand new channels of delivery

With many investors now wanting to make short-term tactical bets, private banks must identify which products are best suited to this style of investing and how to go about promoting them to clients wary of glitzy sales pitches

Yves Bonzon, Pictet
From Wealth Management / Profiles June 29, 2011

Pictet goes on defensive over European debt crisis

Politics, not economics, will shape Europe’s reaction to the risk of a Greek default, making it hard to determine how to allocate portfolios

Pablo Garnica, JP Morgan
From Wealth Management / Profiles June 29, 2011

JP Morgan keeps faith with alternative mindset

JP Morgan’s Private Banking chief Pablo Garnica explains why providing clients with access to both the global capabilities of the American bank and a range of well-vetted external providers is essential

From Wealth Management / Private Banking June 1, 2011

Questions arise over St. James’s Place future

The early findings from the ICB review into the UK banking market reflected poorly on Lloyds, leading to renewed questions about the group’s stake in St. James’s Place

From Wealth Management / Business Models June 1, 2011

Debt burdens driving down valuations

Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.

Blake Shorthouse, Credit Suisse
From Wealth Management / Profiles June 1, 2011

Credit Suisse’s new breed target super rich

Heading up the Credit Suisse team focusing on the ultra rich, Blake Shorthouse believes the Swiss bank’s integrated approach is the key to cracking this profitable segment.

A new growth strategy for multi-family offices

The multi-family office space in the UK can expect to see a growing number of strategic partnership deals.

William Drake, Lord North Street
From Wealth Management / Family Offices May 4, 2011

Family offices face up to challenging future

The increasing cost of regulation is a key concern for family offices, which often struggle to achieve profitability.

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