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From Wealth Management / Business Models April 5, 2011

Playing at inward wealth segmentation

The UK government is introducing new levys on wealthy non-doms, but there are also moves afoot to encourage investment from the seriously rich

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From Wealth Management / Business Models April 5, 2011

Finding the right balance

Wealth managers lost control of their advisers during the financial crisis and are now looking to tighten the reins, but will this lead to one-size-fits all portfolios?

Jürg Zeltner, UBS Wealth Management
From Wealth Management / Business Models March 3, 2011

Major players cling to integrated model

Regulators may be targeting the ‘one-bank’ model, but the major players continue to tighten the links between units, writes Yuri Bender

From Wealth Management / Business Models March 3, 2011

Wealth management must adapt to the Web 2.0 era

Wealth managers have been slow to embrace technology but can learn some valuable lessons from the luxury goods industry, which is using interactive services to engage with customers, writes Stephen Wall

From Wealth Management / Business Models March 3, 2011

Approaching the divide

With pressure mounting from both politicians and regulators, most commentators believe splitting up banks into their capital markets and retail and private banking arms is inevitable. But how quickly is this likely to happen, and what does it mean for wealth management units? Yuri Bender reports

From Wealth Management / Business Models February 3, 2011

The upcoming rumble in the UK platform jungle

With so many players present in the platform sector, some kind of consolidation seems inevitable, since, despite strong growth, there are not enough assets to go around, writes Stephen Wall

Mary Yoko Brannen - professor of strategy and management at Insead
From Wealth Management / Business Models February 3, 2011

The cyclical approach to relationships

When forging a relationship, people from Western countries tend to put a great deal of focus on the preliminary stages, but, writes Elisa Trovato, continuous and ongoing improvement is just as important

From Wealth Management / Business Models December 2, 2010

Understanding transparency to rebuild client confidence

Transparency is a key element in the relationship between clients and wealth managers, however both sides have very different ideas as to what changes need to be made in the industry, writes Bill Yelverton.

From Wealth Management / Business Models October 23, 2010

Tapping the potential of life insurance investments

Wealth management portfolios with exposure to emerging markets currently pay little attention to life insurance products. However, the asset class provides huge opportunities for HNW clients, writes Sebastian Dovey.

Amin Rajan, Create
From Wealth Management / Business Models September 2, 2010

Time for a change

Changes in long-term savings products are set to bring about a massive restructuring of asset management models, and while capital protection and liquidity will top client agendas, there will also be huge opportunities for active managers willing to follow riskier strategies

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