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Can you see beyond the steering wheel, sir?

Private banks could learn a thing or two from Mercedes Benz when it comes to targeting the next generation of clients

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Taking time to reflect

It has been a turbulent 10 years for wealth management but looking back at what has transpired may provide pointers at how best to approach the challenges the industry faces

Amin Rajan, Create

Leadership on the line

Today’s wealth businesses need transformers, not conformers, says Create's Amin Rajan

Rob Lay, UBS Global Asset Management

UBS hopes blockbuster funds bring star quality

UBS Global Asset Management plans to identify core areas in which it can build up flagship funds, according to its new regional head of distribution, Rob Lay

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Flexibility of ETFs helps keep Credit Suisse nimble

ETFs are increasingly prevalent in client portfolios, but as the range of these products expands, private bankers are spending more and more time evaluating them

Thomas de Saint-Seine, Reyl & Cie

Reyl treads pragmatic path towards growth

Swiss boutique Reyl & Cie favours a disciplined approach whether building client portolios or eyeing up expansion opportunities in domestic and overseas markets

UBS faces up to uncertain future

Disappointing results, the rogue trading scandal and the resignation of Oswald Grübel leave Swiss giant UBS at something of a crossroads

Containing the virus

While the G20 seems keen to tackle the Eurozone debt crisis, the UK is trying to ringfence retail banking to avoid future contagion

Martin Gartner, SEB

SEB builds from firm foundations

Martin Gärtner, global head of SEB Private Banking, explains that while wealth management is nothing new for the Swedish outfit, is has been identified as an area to expand

Burkhard Varnholt, Bank Sarasin

‘Old-fashioned’ asset allocation suits Sarasin

Sarasin’s Burkhard Varnholt explains why he believes managers should be in no rush to move client money into risky assets in a search for higher returns

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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