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

Banks and insurers plan to rise from flames
Tougher regulation should lead to a consolidation of the financial services industry in Greece
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

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

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
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
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.

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.

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.
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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