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Gerard Aquilina

Private and investment banking: an unhappy union

It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees

PWM 0915 cover

‘Global gorillas’ reach for the stars

Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?

Jon Needham, Societe Generale Private Banking Hambros

Clients demand central place in new era of wealth management

Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?

Digital finance - Getty

Private banks must boost digital presence or lose out

The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations

Manuela D'Onofrio, Unicredit

Recognising the different demands of male and female clients

Female clients do not need bespoke products but want a private bank that is willing to listen and offer specific advisory services

Larke Riemer, Westpac

Banks missing a trick by ignoring women’s needs

Women represent one of the world’s largest banking markets but most banks remain unwilling or unable to service the unique needs of their female customers

Jim Prior, The Partners

Banks battle to balance brand against brashness

Banks must convince clients they can make them money, but not be too brash about it

Amin Rajan, Create

Customised future for asset management

Asset managers need to innovate and shift from products to solutions, which will require greater engagement with clients

Dena Brumpton, Citi Private Bank

Private banks scheduled for major surgery

As the dust continues to settle from the financial crisis, private banks are reworking business models to bring them in line with clients’ demands. But how drastic do the changes need to be and what role should technology play?

Dina de Angelo, Pictet Wealth Management

Gazing into the future of wealth management

The mass affluent class is set to be a key battleground for the wealth management industry as banks previously targeting the top tier look further down the ladder while universal banks aim upwards. But will clients benefit?

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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