By buying Bank Of America Merrill Lynch’s wealth management arm, Julius Baer has doubled its presence in Asia, but their new unit needs something of an overhaul if it is to become profitable
Private Banking
From
Wealth Management
/ Private Banking
August 30, 2012
Asian ambition drives Julius Baer’s BofA move
From
Wealth Management
/ Private Banking
June 29, 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
/ Private Banking
May 31, 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
From
Wealth Management
/ Private Banking
May 3, 2012
Bringing the digital revolution to private banking
Today’s wealthy investors are fully in tune with the digital revolution and the spectacular rise of social networking, but private bankers are not keeping up
From
Wealth Management
/ Private Banking
March 29, 2012
Evaluating partnerships between independent wealth managers and private banks
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
From
Wealth Management
/ Private Banking
January 30, 2012
Swiss scandals could signal end of an era
The scandal surrounding the Hildebrands may mark a watershed in the relationship between Swiss bankers and politicians
From
Wealth Management
/ Private Banking
November 28, 2011
Can you see beyond the steering wheel, sir?
Private banks could learn a thing or two from Mercedes Benz when it comes to targeting the next generation of clients
From
Wealth Management
/ Private Banking
October 28, 2011
Global Private Banking Awards 2011
The third annual Global Private Banking Awards rewards those institutions successfully adapting to regulatory pressure and market volatility
From
Wealth Management
/ Private Banking
June 1, 2011
Questions arise over St. James’s Place future
The early findings from the ICB review into the UK banking market reflected poorly on Lloyds, leading to renewed questions about the group’s stake in St. James’s Place
From
Wealth Management
/ Private Banking
July 4, 2010
Bringing harmony to open architecture
Recent acquisitions have transformed Unicredit Private Banking into a truly pan-European player, but this has brought with it the challenge of standardising its approach towards third parties. Elisa Trovato reports.
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.
PWM Digital Edition (June/July)
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