Clients have never been in greater need of advice, believes UBS boss Jürg Zeltner, and private banks need to strike a balance between technology and the human touch to fulfil those needs
Wealth Management
From
Wealth Management
/ Profiles
January 28, 2016
Asian expansion and technological innovation central to UBS’ plans for the future
From
Wealth Management
/ Business Models
January 14, 2016
Is the wealth management M&A boom set to continue?
Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note
From
Wealth Management
/ Business Models
November 23, 2015
ABN Amro concentrates on quality over quantity
Rather than expanding on all fronts, ABN Amro plans to target growth in specific markets, according to private banking boss Jeroen Rijpkema, with a different domestic focus for each
From
Wealth Management
/ Family Offices
November 19, 2015
Family offices develop a taste for private equity
Family offices’ long-term investment horizons make them ideally suited to private equity investing, but many lack the internal expertise to succeed in the asset class, creating an opportunity for third-party investment boutiques
From
Wealth Management
/ Profiles
November 18, 2015
Clients warming to Sarasin’s two-pronged thematic process
Sarasin & Partners, pioneers of the long-term thematic approach to investing, see plenty of opportunity in US equities, while also highlighting European and Japanese exporters
From
Wealth Management
/ Private Banking
November 16, 2015
Technology integral to future of wealth management
Private banks must improve their digital offerings but human advisers have a role to play too
From
Wealth Management
/ Private Banking
November 13, 2015
Global Private Banking Awards 2015
The ceremony for PWM's seventh annual awards took place in Singapore on 4 November
From
Wealth Management
/ Private Banking
November 12, 2015
Global wealth falls but inequality on the up
Global household wealth is increasingly concentrated at the top end with the middle classes the ones being squeezed
From
Wealth Management
/ Private Banking
November 4, 2015
Global Private Banking Awards Analysis: New players rise up to challenge for ‘Champions League’
The seventh annual Global Private Banking Awards see continued success among established global players, but they now face real competition at regional level
From
Wealth Management
/ Business Models
November 2, 2015
Time to professionalise family business governance
Most successful business families have a good governance framework in place which evolves through generations and adapts to changing circumstances
Latest PWM video
Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.
Join our community
|
|
|
|
|
