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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

Fares Mourad, Bank Sarasin
From Wealth Management / Business Models April 23, 2012

Time to show faith in Islamic finance

Private banks have been slow to explore the opportunities that Islamic finance could offer, but there are signs this is starting to change

From Wealth Management / Business Models March 29, 2012

Evaluating partnerships

Independent wealth managers are totally reliant on banks for the products and services they offer, which makes the selection criteria for choosing their partners vital

Massimo Tosato, Schroders
From Wealth Management / Business Models February 28, 2012

Industry must pull together to save open architecture

Changing regulations could concentrate distribution in the hands of a few banks, threatening the open architecture model

From Wealth Management / Business Models February 28, 2012

Growth of philanthropy offers wealth managers a supporting role

Wealthy individuals are expected to play an increasingly large part in funding welfare projects, and will be looking for expert advice to help guide their donations

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From Wealth Management / Business Models November 28, 2011

Taking time to reflect

It has been a turbulent 10 years for wealth management but looking back at what has transpired may provide pointers at how best to approach the challenges the industry faces

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

Clients of private banks share a huge amount of data and family information with their financial providers, yet the service they receive seldom matches expectations. The time has come for these wealth managers to learn from other industries.

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