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From Wealth Management / Business Models February 3, 2011

The upcoming rumble in the UK platform jungle

With so many players present in the platform sector, some kind of consolidation seems inevitable, since, despite strong growth, there are not enough assets to go around, writes Stephen Wall

Mary Yoko Brannen - professor of strategy and management at Insead
From Wealth Management / Business Models February 3, 2011

The cyclical approach to relationships

When forging a relationship, people from Western countries tend to put a great deal of focus on the preliminary stages, but, writes Elisa Trovato, continuous and ongoing improvement is just as important

From Wealth Management / Business Models December 2, 2010

Understanding transparency to rebuild client confidence

Transparency is a key element in the relationship between clients and wealth managers, however both sides have very different ideas as to what changes need to be made in the industry, writes Bill Yelverton.

From Wealth Management / Business Models October 23, 2010

Tapping the potential of life insurance investments

Wealth management portfolios with exposure to emerging markets currently pay little attention to life insurance products. However, the asset class provides huge opportunities for HNW clients, writes Sebastian Dovey.

Amin Rajan, Create
From Wealth Management / Business Models September 2, 2010

Time for a change

Changes in long-term savings products are set to bring about a massive restructuring of asset management models, and while capital protection and liquidity will top client agendas, there will also be huge opportunities for active managers willing to follow riskier strategies

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From Wealth Management / Business Models February 25, 2010

Back office fraternity set for lead role

The financial crisis and the effects of major frauds in the wealth management industry have highlighted the role which the once humble custody bank will play in the future development of the industry.

Our panel of wealth management consultants – Mercer’s Cara Williams, Malik Sarwar of the Global Leader Group and Simeon Fowler from the Fowler Fox & Co - discuss industry trends with PWM’s Yuri Bender during the online ceremony for the Global Private Banking Awards 2021.

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