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Maya Prabhu, Coutts
From Wealth Management / Private Banking May 10, 2016

Succession planning: Family unity key to establishing who will follow the leader

Both entrepreneurs and their offspring lose sleep over how family assets should be passed between generations, while wealth managers are terrified of losing clients. A clear and open discussion is vital in ensuring a smooth succession

Marguerite Griffin, Northern Trust
From Wealth Management / Private Banking May 10, 2016

Next generation reshapes world of philanthropy

Charitable activities can bring families together, but with younger generations frequently having different goals and ideas, they can also prove divisive

Michel Longhini, UBP
From Wealth Management / Profiles May 6, 2016

Asian expansion spearheads UBP’s global ambitions

UBP boss Michel Longhini discusses his firm’s takeover of Coutts’ Asian arm, the importance of asset management to his business and the challenges facing Swiss banks

PWM 0416 cover
From Wealth Management / Private Banking April 27, 2016

Finding the formula for brand success

The fund management business may be dominated by the branding power of global players but there are still plenty of boutique firms delivering healthy returns

EU UK flag pins - Getty
From Wealth Management / Business Models April 5, 2016

Brexit could benefit City of London

Some of the names may change, but London is well placed to survive, and may even thrive, as a financial centre should the UK vote to leave the EU

Jürg Zeltner, UBS
From Wealth Management / Business Models March 22, 2016

Time to unleash the geeks on unsuspecting public

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

From Wealth Management / Private Banking March 17, 2016

Wealthy women seek advisers with eye on bigger picture

There are more female billionaires than ever before, with Asian entrepreneurs the big driver. But these women require a different approach from private banks than their male counterparts

Rahul Malhotra, JP Morgan Private Bank
From Wealth Management / Business Models March 14, 2016

Ball now in boutiques’ court for Asian recruitment game

With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent

Eric Landolt, UBS
From Wealth Management / Family Offices March 7, 2016

Asia warms to managing money in the family way

A swathe of new family offices are springing up across Asia, adding further struggles to recruiting the best talent

Daniel Pinto, Stanhope
From Wealth Management / Family Offices March 4, 2016

Private Dining: Stanhope service seats all clients at the same table

The mindset at boutique wealth manager Stanhope is to put all its clients on an equal footing, says CEO Daniel Pinto, with its focus on direct deals and private equity a big draw

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With selectivity becoming more important, smart ETFs capturing factor exposures through systematic, rules-based approaches can add value in private client portfolios, although the complexity of these instruments.

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