Professional Wealth Managementt

Home / Wealth Management / Business Models

Business Models

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.

images/article/3323.photo.4.jpg
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

From Wealth Management / Business Models June 1, 2011

Debt burdens driving down valuations

Germany is leading northern Europe out of recession while the south continues to suffer from debt issues, but it is a company’s links to emerging markets that is catching investors’ attention.

A new growth strategy for multi-family offices

The multi-family office space in the UK can expect to see a growing number of strategic partnership deals.

Japan aftershocks - Getty
From Wealth Management / Business Models April 5, 2011

Japan’s economy facing aftershocks

Two Tokyo-based financiers give their views on what the earthquake and tsunami that hit Japan will mean for the economic outlook

Latest PWM video

Denise Voss, chairman of Luxembourg's funds association, ALFI, talks about opportunities, threats and innovations for the Grand Duchy, including Brexit, the boom in alternative assets and trends in sustainable investing.

Click for more videos

Join our community

           
 

Global Private Banking Awards 2018

Wealth Tech Awards 2018