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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

From Wealth Management / Business Models October 27, 2015

Making video marketing work for financial services

Online video has massively increased in popularity and is ideally suited to the financial sector, but it needs to be done right

Holger Spielberg, Credit Suisse
From Wealth Management / Business Models September 7, 2015

Using big data to boost human relationships

Robo-advisers may use technology to offer a purely digital banking experience, but traditional wealth managers are now able to use data to empower their relationship managers and in turn benefit clients

Gerard Aquilina
From Wealth Management / Business Models August 26, 2015

Private and investment banking: an unhappy union

It is astonishing how few banks have managed to create collaborative environments between their investment and private banking divisions, and are missing out on opportunities to deepen client relationships and generate fees

PWM 0915 cover
From Wealth Management / Business Models August 25, 2015

‘Global gorillas’ reach for the stars

Fund distribution is changing. A number of “global gorillas” are expanding through acquisition to dominate the cross-border space while other banks look to dominate their domestic markets. But does this benefit investors?

Jon Needham, Societe Generale Private Banking Hambros
From Wealth Management / Business Models August 28, 2014

Clients demand central place in new era of wealth management

Clients’ demands have changed, and private banks are being forced to adapt their business models as a result. But will global players or boutiques be the winners in this new era of wealth management, and what does this mean for the Swiss?

Digital finance - Getty
From Wealth Management / Business Models August 21, 2014

Private banks must boost digital presence or lose out

The number of wealthy individuals has reached record levels, but private banks must raise their game to match client expectations

Manuela D'Onofrio, Unicredit
From Wealth Management / Business Models August 12, 2014

Recognising the different demands of male and female clients

Female clients do not need bespoke products but want a private bank that is willing to listen and offer specific advisory services

Historically, German real estate has seen overheated markets and over-supply, but we are far from such scenarios today, according to Consus, a firm keen to manage costs and embrace latest construction technologies.

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