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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

From Wealth Management / Business Models May 31, 2012

Banks clear some space in global garage sale

Bank of America Merrill Lynch has put its international wealth management business up for sale, but will the reported $3bn price tag deter potential buyers?

From Wealth Management / Business Models May 31, 2012

Calling the shots

Facing up to a variety of challenges, groups which are seen as regional leaders in private banking are paving the way with company wealth management strategies which are responding to the changing landscape

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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