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From Wealth Management / Business Models September 16, 2016

Battle of the brands: why wealth management is getting a new look

With the wealth management industry becoming increasingly competitive, brand has become more important than ever in the struggle to attract and retain clients

Christian Edelmann, Oliver Wyman
From Wealth Management / Business Models August 23, 2016

Financial world in flux following EU poll upset

While banks fear that access to EU talent may be restricted in the post-Brexit landscape, some wealthy clients have already sensed a buying opportunity amid the uncertainty

Nick Levitt, HSBC
From Wealth Management / Business Models June 3, 2016

New ethos needed to match millennials’ entrepreneurial spirit

The new generation of entrepreneurs are as motivated to change the world as they are to make money. Private banks must adapt in order to meet these needs

PWM 0416 cover
From Wealth Management / Business Models April 27, 2016

Finding the formula for brand success

The fund management business may be dominated by the branding power of global players but there are still plenty of boutique firms delivering healthy returns

EU UK flag pins - Getty
From Wealth Management / Business Models April 5, 2016

Brexit could benefit City of London

Some of the names may change, but London is well placed to survive, and may even thrive, as a financial centre should the UK vote to leave the EU

Jürg Zeltner, UBS
From Wealth Management / Business Models March 22, 2016

Time to unleash the geeks on unsuspecting public

UBS’ fall in profits is symptomatic of the changing nature of client relationships. Private banks must respond by getting their specialists onto the front lines

Rahul Malhotra, JP Morgan Private Bank
From Wealth Management / Business Models March 14, 2016

Ball now in boutiques’ court for Asian recruitment game

With the regulator’s radar firmly tuned towards big banks, smaller players are now able to offer their relationship managers much greater flexibility, making them much more appealing in the battle for talent

Julius Baer - Getty
From Wealth Management / Business Models January 14, 2016

Is the wealth management M&A boom set to continue?

Consolidation in the wealth management industry looks set to continue in 2016. Julius Baer’s strategy of taking small stakes in emerging market firms takes advantage of local expertise while showing a commitment to wealth in developing regions, and is worthy of note

Jeroen Rijpkema, ABN Amro
From Wealth Management / Business Models November 23, 2015

ABN Amro concentrates on quality over quantity

Rather than expanding on all fronts, ABN Amro plans to target growth in specific markets, according to private banking boss Jeroen Rijpkema, with a different domestic focus for each

Stephen Skelly, HSBC
From Wealth Management / Business Models November 2, 2015

Time to professionalise family business governance

Most successful business families have a good governance framework in place which evolves through generations and adapts to changing circumstances

Latest PWM video

Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.

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