Investment houses must come to terms with the realities of the modern financial world by redeveloping their business models to preserve client capital while being able to seize opportunities as they arise
Wealth Management

Asian ambition drives Julius Baer’s BofA move
By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable

Swiss banks search for alternatives to M&A boom
Although assets under management have been changing hands, the Swiss financial industry is not seeing the kind of consolidation through mergers and acquisitions that many were predicting

UBS’ slimline menu caters to appetite for US equities
UBS GAM’s distribution chief, Rob Lay, believes there is plenty of money in Europe for asset managers to target if they play to their strengths

Citi senses opportunity amid European crowds
Citi’s Emea boss Luigi Pigorini discusses the private bank’s attempts to increase its presence among Europe’s wealthiest families and the importance of keeping regulators onside

State Street encouraging clients to boost exposure to emerging markets
Rick Lacaille, global CIO at State Street Global Advisors, believes China’s political problems are leading to great valuations for investors, while he sees opportunities in Russia’s attempts to boost its non-energy economy
The new face of banking
With the number of Facebook users potentially close to reaching its peak, perhaps now is the time for the company to branch out and revolutionise the banking sector
HNW population remains steady despite global tremors
High net worth individuals’ investable assets have fallen this year, while the costs associated with managing that money is on the rise
The new face of banking
With the number of Facebook users potentially close to reaching its peak, perhaps now is the time for the company to branch out and revolutionise the banking sector

Ambitious Berry determined to become pick of the bunch
Jamie MacLeod, CEO of Berry Asset Management, made his name in the world of funds, but is now looking to conquer the wealth management space by growing the footprint of his boutique business
Global Private Banking Awards 2023
PWM Digital Edition (March–April 2023)
Wealth Tech Awards 2023
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