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Mark Smallwood, Deutsche Bank
From Wealth Management / Business Models January 31, 2013

Trusting the next Asian generation

Wealthy Asians are gradually coming round to the need to put firm plans in place for the transfer of wealth between generations, creating opportunities for private banks offering suitable structures

Amin Rajan
From Wealth Management / Business Models December 4, 2012

Wealth managers taking a leaf out of the institutional book

By combining buy-and-hold investing with short-term opportunism, wealth managers are learning from institutional investors

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From Wealth Management / Business Models December 4, 2012

Setting foot in overseas markets

Global wealth and asset managers are increasingly looking overseas for partnerships with local players, but this road to expansion can be a hazardous one

Ray Soudah, MilleniumAssociates
From Wealth Management / Business Models December 4, 2012

Leading players to dispose of private banking offshoots

It is looking increasingly likely that many of the big global financial players will seek to offload some of their private banking operations, but who might step in to buy them?

Ray Soudah, MilleniumAssociates AG
From Wealth Management / Business Models September 26, 2012

Untenable positions may force UK firms to seek buyers

A number of UK-based financial services firms are likely to come onto the market in the near future, but any such developments are more likely to be about sellers wanting out than buyers looking to get into private banking

Michael Maslinski
From Wealth Management / Business Models August 30, 2012

Asian ambition drives Julius Baer’s BofA move

By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable

Ray Soudah, MilleniumAssociates AG
From Wealth Management / Business Models August 30, 2012

Swiss banks search for alternatives to M&A boom

Although assets under management have been changing hands, the Swiss financial industry is not seeing the kind of consolidation through mergers and acquisitions that many were predicting

From Wealth Management / Business Models August 30, 2012

Time for investment houses to accelerate pace of change

Investment houses must come to terms with the realities of the modern financial world by redeveloping their business models to preserve client capital while being able to seize opportunities as they arise

From Wealth Management / Business Models June 29, 2012

HNW population remains steady despite global tremors

High net worth individuals’ investable assets have fallen this year, while the costs associated with managing that money is on the rise

From Wealth Management / Business Models June 29, 2012

The new face of banking

With the number of Facebook users potentially close to reaching its peak, perhaps now is the time for the company to branch out and revolutionise the banking sector

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