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From Wealth Management / Business Models September 27, 2013

Seeking partners to help lift returns

PWM’s tenth annual sub-advisory research survey finds clients happy for private banks to outsource mandates to third parties, but these relationships need to be nurtured

Jim Prior, The Partners
From Wealth Management / Business Models August 28, 2013

Time for banks to reflect on branding

In their pursuit of new money, private banks are trying to build up brand recognition, be it by highlighting their traditional values or the way they have embraced the digital revolution

Rebecca Eastmond, JP Morgan Private Bank
From Wealth Management / Business Models July 3, 2013

Finding a way to make charity pay

Clients are expecting their wealth managers to offer philanthropy services, but is it possible for private banks to turn those into a profitable enterprise?

From Wealth Management / Business Models July 2, 2013

North America back on top as wealth rebounds

North America and Asia-Pacific have led global levels of wealth to new highs, while indications are that high net worth individuals favour a streamlined approach to management

Pablo Garnica, JP Morgan
From Wealth Management / Business Models May 29, 2013

The search for new riches

Eager to source client assets, private banks are seeking out new wealth in emerging regions while also looking towards entrepreneurs active in more developed markets

Catherine Tillotson
From Wealth Management / Business Models February 27, 2013

Wealth management firms face challenges to win back clients

Wealth management firms have suffered from falling valuations and need to adapt their business models to an environment of rising regulation and a frail economic recovery

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?

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Any financial centre aiming to attract rich clients needs expertise, experience and a body of legislation relate to trusts and wealth structuring. Jersey has all of these advantages and remains one of the premier jurisdictions for setting up trusts and foundations

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