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PWM 1217 cover
From Wealth Management / Private Banking January 2, 2018

Building a wealth proposition around women

Longer lifespans and increasing levels of wealth make women a key segment for private banks but most have a long way to go when it comes to addressing the needs of their female clients

PWM 1217 cover
From Wealth Management / Private Banking December 20, 2017

Pictet’s Collardi coup rewards bank on right track

Having ruled the roost at Julius Baer for almost a decade, eyebrows were raised when Boris Collardi signed up to run Pictet’s wealth management business. But will he be able to exert the same influence he enjoyed in his old role? 

Ahmed Husain, Lombard Odier
From Wealth Management / Family Offices December 1, 2017

Lombard Odier looks to win share of the family office market

Understanding clients' issues and offering them solutions is key to making headway in the family office field, believes Ahmed Husain from Lombard Odier Investment Managers

From Wealth Management / Business Models November 15, 2017

How wealth managers can fulfil entrepreneurs' desires to make a difference

Many entrepreneurs see social impact as a part of what makes their businesses successful. Wealth managers can help, for example by providing access to socially responsible investment vehicles and demonstrating the financial case for impact investing 

Luigi Pigorini, Citi
From Wealth Management / Private Banking October 27, 2017

Personal touch keeps Citi playing in ‘Premier League’

The top private banks are all competing for the attentions of just a few thousand wealthy families, reveals Citi CEO Luigi Pigorini, whose bank has found success by targeting the upper echelons of that group

PWM 1017 Cover
From Wealth Management / Private Banking October 27, 2017

Global Private Banking Awards 2017 - Analysis: Regional players rise up to compete for global prizes

UBS may have come out on top once again in our annual awards, but competitors are closing in, while a number of regional banks appear to be making a successful transition onto the global stage

From Wealth Management / Business Models October 27, 2017

Have wealth firms fixated on costs at the expense of income?

Technology has helped private banking to implement efficiencies and cut costs. But it is proving much harder to boost profitability

From Wealth Management / Education September 14, 2017

Risk to resilience: wealth in an era of volatility

Wealthy individuals are conscious of having to prepare for the unexpected, though many possess an incomplete understanding of risk profiling and processes. Their advisers need to bridge this gap

Christoffer Malmer, SEB
From Wealth Management / Private Banking August 29, 2017

Is MiFID II a headache or an opportunity for private banks?

With the new Markets in Financial Instruments Directive coming into force in January, what will the impact be on private banks? Christoffer Malmer from SEB, LGT's Thomas Piske and Uner Nabi from EY give their views

From Wealth Management / Private Banking August 23, 2017

UBS keeps wealth management brand ranking crown

UBS has maintained its global lead among wealth management brands, according to consultant Brand Finance, and Asia-Pacific is on the rise thanks to China’s love of a good name

Roosevelt Skerrit became the world's youngest head of state when he took up the position of prime minister of Dominica in 2004. He has since presided over a programme of reconstruction of storm-ravaged housing and infrastructure and revitalising the country's tourism industry. Moreover, his stewardship of the geothermal energy project has put Dominica on the road to clean energy self-sufficiency

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