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Wealth management must adapt to the Web 2.0 era

Wealth managers have been slow to embrace technology but can learn some valuable lessons from the luxury goods industry, which is using interactive services to engage with customers, writes Stephen Wall

Approaching the divide

With pressure mounting from both politicians and regulators, most commentators believe splitting up banks into their capital markets and retail and private banking arms is inevitable. But how quickly is this likely to happen, and what does it mean for wealth management units? Yuri Bender reports

Sri Chandrasekharan, HSBC

HSBC banking on the strength of its brand name

HSBC Global Asset Management’s distribution chief, Sri Chandrasekharan, believes imposing a single identity on the funds house has ended confusion among clients, writes Yuri Bender

The upcoming rumble in the UK platform jungle

With so many players present in the platform sector, some kind of consolidation seems inevitable, since, despite strong growth, there are not enough assets to go around, writes Stephen Wall

Mary Yoko Brannen - professor of strategy and management at Insead

The cyclical approach to relationships

When forging a relationship, people from Western countries tend to put a great deal of focus on the preliminary stages, but, writes Elisa Trovato, continuous and ongoing improvement is just as important

Roderick Munsters, Robeco

Efficiency drive heralds a new era for Robeco

Roderick Munsters is overseeing a radical shake-up at Robeco, shutting down operations with low profit margins in a cost-cutting exercise and moving into new areas with greater potential for growth. Elisa Trovato reports

Louay Al-Doory, Reyl & Cie

Expansion plans mark new chapter for Reyl

Louay Al-Doory has ambitious plans for Reyl & Cie, looking to double assets within three years and is planning on a number of acquisitions, but he insists it will not be a case of too much, too soon. Yuri Bender reports

Understanding transparency to rebuild client confidence

Transparency is a key element in the relationship between clients and wealth managers, however both sides have very different ideas as to what changes need to be made in the industry, writes Bill Yelverton.

Hervé Guinamant, Natixis Global Associates

Alternatives and acquisitions high on Natixis agenda

Hervé Guinamant, CEO of Natixis Global Associates, explains how his firm strives to help clients select from a vast product offering. Elisa Trovato reports.

Daniel Freedman, London & Capital

New clientele provide good sport for London & Capital

Younger people, who often tend to be less financially literate and may have been poorly advised in the past, are proving to be a successful pool of clients for wealth manager London & Capital. Yuri Bender reports.

Governance — Effective Philanthropic Strategies Ch 2/4

Jersey has built a system of governance of charities, philanthropy and impact investments, establishing projects that help those in developing nations.

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