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PWM 1218 cover
From Wealth Management / Private Banking December 17, 2018

Banking brands battle to stand out from the crowd

It remains difficult to differentiate between private banks and what they offer clients. In a fragmented marketplace, the rewards for those players able to get their branding strategy right could be considerable 

Helen Westropp
From Wealth Management / Private Banking December 17, 2018

Damage limitation: how to stop setbacks becoming fatal

Carrying out a thorough due diligence check before taking on clients can help protect a private bank’s brand, but if a mistake is made, it is always best to admit it

Gucci
From Wealth Management / Private Banking December 17, 2018

Taking a leaf out of the luxury sectors’ playbook

Private banks, which tend to feel very traditional, could learn a thing or two from the luxury sector, which has managed to make itself more relevant to millennials 

Peter Charrington, Citi
From Wealth Management / Private Banking November 8, 2018

Citi’s success reflects a changing of the guard

US banks are enjoying a renaissance, believes Citi’s private banking boss Peter Charrington, as they have been quickest to adapt their business models to the post-financial crisis world

Frédéric Rochat, Lombard Odier
From Wealth Management / Private Banking August 15, 2018

Lombard Odier more than happy to occupy middle ground

The wealth management industry is split between large global banks and boutiques, but sitting between those two extremes creates plenty of opportunities, believes Lombard Odier’s Frédéric Rochat

Claudio de Sanctis, Credit Suisse
From Wealth Management / Private Banking June 6, 2018

Credit Suisse finds rich pickings among global entrepreneurs

Entrepreneurs with a global outlook place huge importance on the relationships they build with private bankers, claims Credit Suisse’s Claudio de Sanctis

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From Wealth Management / Private Banking June 6, 2018

Private banking centres face up to compliant future

While the City of London comes to terms with the potential impact of Brexit, other centres sense a chance to expand their own financial services industries. But Swiss stalwarts Zurich and Geneva still have much to offer

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From Wealth Management / Private Banking April 17, 2018

Lick of paint not enough to save private banks

Private banks may talk a good game about how they are transforming themselves, but most are really only repackaging existing services. A much more significant change is required, in areas such as ESG investing and in the digital arena, if they are to engage with a new generation of clients

Greek flag
From Wealth Management / Private Banking April 11, 2018

Greek shipping magnates navigate choppy waters

Greek shipping families claim they have been let down by private banks in the past, but they still need finance and investment expertise

Sara Ferrari, UBS
From Wealth Management / Private Banking February 21, 2018

UBS sees chance to add colour to family office picture

No family office can do everything and UBS sees an opportunity in using the full range of its services to fill in the gaps, explains the head of its Global Family Office unit, Sara Ferrari

PWM is delighted to announce its mid-summer Wealth Tech webinar and awards, focused on developing channels and models for improving communication between banks and their private clients. Our panellists will assess the impact of Covid-19 as an accelerator to digitalisation, define the key success factors of digital engagement platforms and attempt to find the optimal mix between ‘robo’ and ‘real’ investment advice.

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PWM Digital Edition (June/July)

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