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Amin Rajan, Create
From Wealth Management / Business Models November 28, 2011

Leadership on the line

Today’s wealth businesses need transformers, not conformers, says Create's Amin Rajan

From Wealth Management / Business Models October 31, 2011

UBS faces up to uncertain future

Disappointing results, the rogue trading scandal and the resignation of Oswald Grübel leave Swiss giant UBS at something of a crossroads

From Wealth Management / Business Models October 31, 2011

Containing the virus

While the G20 seems keen to tackle the Eurozone debt crisis, the UK is trying to ringfence retail banking to avoid future contagion

From Wealth Management / Business Models September 5, 2011

Firms on the lookout for ‘game changers’

Fund managers are operating in an extremely difficult market and are searching for senior staff with proven track records

Daniel Enskat, Strategic Insight
From Wealth Management / Business Models September 5, 2011

Standing out from the crowd

Fund managers must avoid short-term trends and stick to their investment philosophy if they are to deliver alpha

From Wealth Management / Business Models September 5, 2011

New concepts with a health warning

Innovative products can help clients to achieve their objectives and manage risk, but many are viewed with cynicism and have a long way to go to shake off the image of being little more than fee-generators

Adam Horowitz, Merrill Lynch Wealth Management
From Wealth Management / Business Models June 29, 2011

Clients demanding more from adviser relationships

To succeed as truly trusted advisers, private banks will have to up their game in service provided and value delivered.

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From Wealth Management / Business Models June 29, 2011

Building a regional wealth franchise

Strategies for targeting wealthy individuals living in the regions must be very different from approaching those in capital cities.

Alexandros Sarrigeorgiou, EFG Eurolife
From Wealth Management / Business Models June 29, 2011

Banks and insurers plan to rise from flames

Tougher regulation should lead to a consolidation of the financial services industry in Greece

From Wealth Management / Business Models June 29, 2011

Clients demand new channels of delivery

With many investors now wanting to make short-term tactical bets, private banks must identify which products are best suited to this style of investing and how to go about promoting them to clients wary of glitzy sales pitches

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