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Clients demand new channels of delivery

With many investors now wanting to make short-term tactical bets, private banks must identify which products are best suited to this style of investing and how to go about promoting them to clients wary of glitzy sales pitches

Debt burdens driving down valuations

Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.

A new growth strategy for multi-family offices

The multi-family office space in the UK can expect to see a growing number of strategic partnership deals.

Japan aftershocks - Getty

Japan’s economy facing aftershocks

Two Tokyo-based financiers give their views on what the earthquake and tsunami that hit Japan will mean for the economic outlook

Playing at inward wealth segmentation

The UK government is introducing new levys on wealthy non-doms, but there are also moves afoot to encourage investment from the seriously rich

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Finding the right balance

Wealth managers lost control of their advisers during the financial crisis and are now looking to tighten the reins, but will this lead to one-size-fits all portfolios?

Jürg Zeltner, UBS Wealth Management

Major players cling to integrated model

Regulators may be targeting the ‘one-bank’ model, but the major players continue to tighten the links between units, writes Yuri Bender

Wealth management must adapt to the Web 2.0 era

Wealth managers have been slow to embrace technology but can learn some valuable lessons from the luxury goods industry, which is using interactive services to engage with customers, writes Stephen Wall

Approaching the divide

With pressure mounting from both politicians and regulators, most commentators believe splitting up banks into their capital markets and retail and private banking arms is inevitable. But how quickly is this likely to happen, and what does it mean for wealth management units? Yuri Bender reports

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

INVESTING IN SUSTAINABLE REAL ESTATE - SOCIAL AND ENVIRONMENTAL INVESTMENT CH 4/4

Crispin Royle-Davies, managing director and senior research analyst for public real assets at Nuveen, speaks to PWM about the key role of real estate assets in private portfolios.

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