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
Business Models
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.
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.
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.
From
Wealth Management
/ Business Models
May 4, 2011
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.
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
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
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?
Latest PWM video
Entrepreneurial families are becoming increasing global in mindset, asset allocation and business reach, growing to resemble international firms. Yuri Bender, PWM's Editor-in-chief, talks about how private banks can adapt to these trends by providing tailored services to families in a variety of jurisdictions, through a new generation of relationship managers.
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