Professional Wealth Managementt

Home / Wealth Management / Business Models

Business Models

images/article/3524.photo.2.jpg

Taking time to reflect

It has been a turbulent 10 years for wealth management but looking back at what has transpired may provide pointers at how best to approach the challenges the industry faces

Amin Rajan, Create

Leadership on the line

Today’s wealth businesses need transformers, not conformers, says Create's Amin Rajan

UBS faces up to uncertain future

Disappointing results, the rogue trading scandal and the resignation of Oswald Grübel leave Swiss giant UBS at something of a crossroads

Containing the virus

While the G20 seems keen to tackle the Eurozone debt crisis, the UK is trying to ringfence retail banking to avoid future contagion

Firms on the lookout for ‘game changers’

Fund managers are operating in an extremely difficult market and are searching for senior staff with proven track records

Daniel Enskat, Strategic Insight

Standing out from the crowd

Fund managers must avoid short-term trends and stick to their investment philosophy if they are to deliver alpha

New concepts with a health warning

Innovative products can help clients to achieve their objectives and manage risk, but many are viewed with cynicism and have a long way to go to shake off the image of being little more than fee-generators

Adam Horowitz, Merrill Lynch Wealth Management

Clients demanding more from adviser relationships

To succeed as truly trusted advisers, private banks will have to up their game in service provided and value delivered.

images/article/3323.photo.4.jpg

Building a regional wealth franchise

Strategies for targeting wealthy individuals living in the regions must be very different from approaching those in capital cities.

Alexandros Sarrigeorgiou, EFG Eurolife

Banks and insurers plan to rise from flames

Tougher regulation should lead to a consolidation of the financial services industry in Greece

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

Watch more videos

Global Private Banking Awards 2022

PWM Digital Edition (December 2022 - January 2023)

Wealth Tech Awards 2023

Join our community