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Business Models

Rebecca Eastmond, JP Morgan Private Bank

Finding a way to make charity pay

Clients are expecting their wealth managers to offer philanthropy services, but is it possible for private banks to turn those into a profitable enterprise?

North America back on top as wealth rebounds

North America and Asia-Pacific have led global levels of wealth to new highs, while indications are that high net worth individuals favour a streamlined approach to management

Pablo Garnica, JP Morgan

The search for new riches

Eager to source client assets, private banks are seeking out new wealth in emerging regions while also looking towards entrepreneurs active in more developed markets

Catherine Tillotson

Wealth management firms face challenges to win back clients

Wealth management firms have suffered from falling valuations and need to adapt their business models to an environment of rising regulation and a frail economic recovery

Mark Smallwood, Deutsche Bank

Trusting the next Asian generation

Wealthy Asians are gradually coming round to the need to put firm plans in place for the transfer of wealth between generations, creating opportunities for private banks offering suitable structures

Amin Rajan

Wealth managers taking a leaf out of the institutional book

By combining buy-and-hold investing with short-term opportunism, wealth managers are learning from institutional investors

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Setting foot in overseas markets

Global wealth and asset managers are increasingly looking overseas for partnerships with local players, but this road to expansion can be a hazardous one

Ray Soudah, MilleniumAssociates

Leading players to dispose of private banking offshoots

It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?

Ray Soudah, MilleniumAssociates AG

Untenable positions may force UK firms to seek buyers

A number of UK-based financial services firms are likely to come onto the market in the near future, but any such developments are more likely to be about sellers wanting out than buyers looking to get into private banking

Michael Maslinski

Asian ambition drives Julius Baer’s BofA move

By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable

FT Wealth Management Summit: Key ideas and speakers

Join PWM and the FT for the highlights of our summit about delivering the three Ds: digitalisation, diversity and democratisation of investments in wealth management

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