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From Wealth Management / Business Models August 29, 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 28, 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 28, 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 30, 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 30, 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 22, 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 28, 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

Nannette Hechler Fayd'herbe, chief investment officer for international wealth management and global head of economics and research at Credit Suisse, discusses the global economic outlook, trade wars and central bank policy with Elliot Smither.

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